Jacob Brett Email & Phone Number
Senior Vice President of Advisory Services @ Focused Wealth Management / Registered Investment Advisor
Jacob Brett's Location
Highland, New York, United States
Jacob Brett's Work
- Senior Vice President of Advisory Services @ Focused Wealth Management / Registered Investment Advisor
- Vice President of Wealth Management @ Focused Wealth Management / Registered Investment Advisor
- Strategic Business Analyst @ Pitney Bowes
Jacob Brett's Education
- The College of Saint Rose
Bachelor's degree (Business Administration)
2003 - 2007
Jacob Brett's Skills
- Wealth Management
- Portfolio Management
- Series 7
- Equities
- Investments
- Series 66
- Institutional Investments
- Financial Planning
- Financial Analysis
- ETFs
Jacob Brett's Summary
Jacob Brett, based in Highland, New York, United States, is currently a Senior Vice President of Advisory Services at Focused Wealth Management / Registered Investment Advisor, bringing experience from previous roles at Focused Wealth Management / Registered Investment Advisor and Pitney Bowes. Jacob Brett holds a 2003 - 2007 Bachelor's degree in Business Administration @ The College of Saint Rose. With a robust skill set that includes Wealth Management, Portfolio Management, Series 7, Equities, Investments and more, Jacob Brett contributes valuable insights to the industry. Jacob Brett has 2 emails on RocketReach.
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Top Focused Wealth Management / Registered Investment Advisor Employees
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Anthony DiCapua
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Jacob Brett
Senior Vice President of Advisory Services at Focused Wealth Management / Registered Investment Advisor
Highland, New York, United States22 -
ViewTina Deangelo
Controller at Focused Wealth Management / Registered Investment Advisor
New York, NY, US25+ -
ViewMichael Passante
Director of Financial Planning at Focused Wealth Management / Registered Investment Advisor
Highland, New York, United States22 -
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Maria Manrique
Retirement Plan Service Associate at Focused Wealth Management / Registered Investment Advisor
Wappingers Falls, NY, US11
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