A Client Operations Assistant at Haber Wealth Management, where he supports clients and advisors with account openings, money movement, and day-to-day account management. He is dedicated to making sure every client feels heard, understood, and comfortable throughout each step of the process.
Jacob brings over six years of experience in the financial services, client support, and documentation across roles including banking and trust administration. He is known for his adaptability, attention to detail, and ability to build lasting relationships – always striving to make each client experience smooth and stress-free.
Born in El Paso, Texas, Jacob was raised in Las Vegas, Nevada. Outside of work, he enjoys grilling for family and friends, exploring the outdoors, and keeping up with the latest in gaming technology – all while cherishing time with his wife and three kids.