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Jack Brooks

Client Service Manager

Jack Brooks began working in the financial services industry prior to graduating from college. He proactively sought various internships during his academic journey to gain practical experience. He completed two internships at Anders CPAs + Advisors in 2021 and 2022 and managed to fit in an intense four-week internship with CWCJ over winter break prior to graduation. Jack graduated with honors from Boston College and holds a bachelor’s degree in finance.

As a Client Service Manager, Jack works in tandem with advisors to support existing client relationships and develop new client relationships through creating and implementing financial plans.

According to Jack, what won him over to CWCJ at Moneta was the firm’s reputation for a supportive and dynamic work environment, where every team member is committed to assisting clients in achieving their financial aspirations.

Residing in Creve Coeur, Jack balances his professional pursuits with his personal interests. When not at work, he indulges in various hobbies that keep his mind sharp. As an avid chess player, he enjoys the game’s strategic challenges, sharpening his analytical thinking outside the office. Furthermore, Jack is an ardent supporter of the Cardinals and takes delight in attending their games whenever possible. Adding a touch of competitive excitement to his leisure time, he enjoys playing basketball with his friends.

EDUCATION

  • B.S., Finance – Boston College

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