Jacob Burnell

Personal Account Associate

Jacob Burnell joined Rockefeller Capital Management as a Personal Account Associate in the Rockefeller Global Family Office. Jacob specializes in high touch bill pay services for his clients providing a full suite of highly customizable services ranging from bill payment, recordkeeping, account reconciliation, expense tracking, and vendor management.

Prior to joining Rockefeller, Jacob was an Individual Funds Analyst at AIM Services Inc., where he assisted multiple clients in preparing, handling, and reconciling personal funds. Jacob also assisted in account management for all the company’s credit card accounts, the improvement of internal procedures and the handling of the financial department’s banking deposits as well as completed special projects as assigned.

Jacob is a graduate of Suny Empire State College, holding a Bachelor of Science degree in Accounting with a minor in Business Administration.