Jacob Schulte, CFA, CPA in

Jacob Schulte, CFA, CPA

Editor · DISC type CS
Director at Institutional Insurance Group LLC (IIG)
📍 West Des Moines, Iowa, United States

Jacob Schulte is a Director at Institutional Insurance Group (IIG), specializing in the design and administration of executive benefit plans. His background includes roles at Deloitte and Principal Financial Group. A graduate of the University of Northern Iowa, he holds both the Chartered Financial Analyst (CFA) and CPA designations.

Jacob holds dual certifications as both a Chartered Financial Analyst (CFA) and a Certified Public Accountant (CPA).

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Experience
11 Years
Current Role
Director
Job Level
Mid-senior
Location
West Des Moines, Iowa, United States
Personality Overview

How Jacob shows up

Late Adopter
Objective Thinker
Slow Buyer

Being observant comes to them naturally. They are thorough and always follow a systematic approach. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Priorities

Topics Jacob cares about

Executive Compensation
He advises companies on variable pay strategies, including bonus plans and discretionary deferred compensation plans to help businesses remain nimble.
Retirement Plan Compliance
He actively follows DOL and IRS enforcement actions, stressing the importance for companies to ensure their qualified and non-qualified retirement plans are compliant.
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Career

Work history

1-2023
Director
Institutional Insurance Group LLC (IIG)
2-2020
Senior Analyst
Institutional Insurance Group LLC (IIG)
6-2017 - 2-2020
Executive Benefits Consultant
TrueNorth Companies
10-2015 - 6-2017
Fund Accountant II
Principal Financial Group
9-2014 - 10-2015
Auditor
Deloitte
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2013 - 2014
Master's degree
University of Northern Iowa
2009 - 2013
Bachelor of Arts (B.A.)
University of Northern Iowa
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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