Jacob Calderon
About Jacob Calderon
Jacob Calderon is a Senior Wealth Strategy Associate at UBS, where he has worked since 2018. He holds a Bachelor of Business Administration in Management and International Business from California State University, Monterey Bay, and has prior experience in member services and golf operations.
Work at UBS
Jacob Calderon has been employed at UBS as a Senior Wealth Strategy Associate since 2018. In this role, he operates out of Carmel, California, where he focuses on wealth management strategies. His responsibilities include advising clients on financial planning and investment strategies, ensuring that their financial goals align with their overall wealth management objectives.
Previous Employment Experience
Prior to joining UBS, Jacob Calderon gained experience in the golf and hospitality industry. He worked at Monterey Peninsula Country Club in various capacities, including Golf Operations from 2014 to 2016 and as a Golf Shop Associate from 2016 to 2018. Additionally, he served in Member Services at Del Paso Country Club from 2012 to 2014, where he interacted with club members and assisted in enhancing their experience.
Education and Expertise
Jacob Calderon attended California State University, Monterey Bay, where he studied Management and International Business. He earned a Bachelor of Business Administration (BBA) degree, completing his studies from 2014 to 2018. His educational background provides him with a solid foundation in business principles, which he applies in his current role in wealth management.
High School Education
Jacob Calderon completed his high school education at Rio Americano High School from 2010 to 2014. His time at this institution laid the groundwork for his future academic and professional pursuits.