During Jacob Bengtzen’s four years at Finicity, he has grown from an inside sales representative to the CEO’s very own chief of staff, helping advise and assist with senior-level initiatives. His enthusiasm and passion for Finicity, the marketplace and better financial solutions also bring a much-desired energy to the company’s day-to-day activities. As chief of staff, Bengtzen partners closely with the executive team to ensure focus and achievement of company priorities and targets while strengthening partnerships with a select group of strategic clients. Bengtzen’s input and overall marketplace awareness are critical to driving Finicity’s growth and impact.
What is one habit that has helped you succeed?
“One habit that is difficult to sustain but always leads to progress is having a learning mindset. I have found that when I try to learn as much as possible from the various things I do at work and outside of work it leads to success. That doesn’t mean I avoid failure but I tend to connect more dots when meeting with partners, working with internal teams, and solving problems. I am also more optimistic, curious, and open to other points of view as I expand my abilities and knowledge through continuous learning.”
Director, Strategic Programs & Chief of Staff