Tina Jacobs
Client Service Associate
Joined Curi RMB Capital
November 2021
Education
BS in Finance and Commerce at Edith Cowan University
Accreditations
Previous Experience
- Client Service Associate of Executive Benefits at Wells Fargo
- Retirement Plan Specialist at Wells Fargo
Bio
Tina is a Client Service Associate at Curi RMB Capital, helping to support the Retirement Plan Solutions team’s comprehensive approach to servicing their clients.
Prior to her role with Curi Capital, she worked at Wells Fargo for 12 years, most recently as a Client Service Associate of Executive Benefits and a Retirement Plan Specialist.
She earned a BS in Finance and Commerce at Edith Cowan University in Joondalup, Australia.