Tina Jacobs

Client Service Associate

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.