Jacob Schuster
About Jacob Schuster
Jacob Schuster is an Associate at UBS in Denver, Colorado, holding the Financial Paraplanner Qualified Professional designation. He has a background in finance, with previous experience at Merrill Lynch and a Bachelor's degree from the University of Denver.
Work at UBS
Jacob Schuster has been employed at UBS as an Associate since 2022. In this role, he operates out of Denver, Colorado, and has accumulated two years of experience in the financial services sector. His responsibilities include assisting clients with investment strategies and financial planning, leveraging his expertise in portfolio optimization and security analysis to enhance client outcomes.
Previous Experience at Merrill Lynch
Prior to his current position, Jacob Schuster worked at Merrill Lynch as a Registered Wealth Management Client Associate from 2019 to 2022. During his three years in this role, he supported wealth management teams in the Greater Denver Area, focusing on client relationship management and investment advisory services.
Education and Expertise
Jacob Schuster studied at the University of Denver, where he earned a Bachelor's degree in Finance, General, from 2019 to 2020. He holds the Financial Paraplanner Qualified Professional (FPQP) designation and is registered with Series 7 and Series 66 licenses, indicating his proficiency in general securities and investment advisory services. His educational background and certifications contribute to his expertise in portfolio optimization and security analysis.
Background in Hospitality
Before entering the finance industry, Jacob Schuster worked as a Front Desk Manager at Kimpton Hotels & Restaurants from 2015 to 2016 in Aspen, Colorado. This experience provided him with strong customer service skills and an understanding of client relations, which he has applied in his subsequent financial roles.