Shaun Jacobs
About Shaun Jacobs
Shaun Jacobs serves as an Account Manager at Isabella Bank, where he has worked since 2016. He holds a Bachelor of Applied Science in Sociology from Central Michigan University and has a background in Criminal Justice, contributing to his role in financial advising and client support.
Work at Isabella Bank
Shaun Jacobs has been employed at Isabella Bank since 2014, initially serving as a Financial Advisor for a duration of 10 years in Mount Pleasant, MI. In 2016, he transitioned to the role of Account Manager, where he has continued to work for 8 years. In his current position, he assists clients with longevity planning, ensuring that they are prepared for various stages of life. He also monitors advisor production and collaborates with the advisory team to develop new production strategies.
Education and Expertise
Shaun Jacobs holds a Bachelor of Applied Science (B.A.Sc.) in Sociology from Central Michigan University, where he studied from 2003 to 2008. He furthered his education in the field of Criminal Justice by obtaining an Associate of Applied Science from Mid Michigan Community College, studying from 2009 to 2010. Additionally, he completed a Police Academy/Certificate of Achievement at Delta College in 2010, which lasted for 11 months. This educational background supports his expertise in financial advising and client management.
Background
Shaun Jacobs has a diverse educational background that includes studies in Sociology and Criminal Justice. His academic journey began at Central Michigan University, followed by further studies at Mid Michigan Community College and Delta College. This combination of education has equipped him with a unique perspective in his role at Isabella Bank, allowing him to understand client needs effectively.
Client Services and Communication
In his role as Account Manager, Shaun Jacobs focuses on developing and maintaining unique financial plans tailored to help clients achieve their current and future financial goals. He emphasizes the importance of communication within the advisory team to enhance client service. His approach includes monitoring advisor production and presenting innovative strategies to improve overall performance.