Aaron Jacoby Email & Phone Number
Investment Management Consultant II @ Fidelity Investments
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Aaron Jacoby Location
- Las Vegas, NV, US
Aaron Jacoby Work
- Investment Management Consultant II @ (August 2026 - Present)
- Regional Support Coach, Central Relationship Manager @ (January 2026 - August 2026)
- Central Relationship Manager @ (February 2023 - December 2025)
- Investment Solutions Representative II @ (November 2022 - February 2023)
- Investment Solutions Representative I @ (October 2021 - February 2022)
- Financial Advisor, Insurance Agent, and Medicare Specialist @ Financial Advisor, Insurance Agent, and Medicare Specialist (July 2019 - October 2021)
- Financial Advisor @ (January 2016 - May 2019)
Aaron Jacoby Education
- The Ohio State University
Bachelor's Degree
1989-1994 - The Columbus Academy
High School
1987-1989 - North Central High School
High School
1985-1987
Aaron Jacoby Skills
- Analysis
- Behavioral Finance
- Communication
- Computer Literacy
- Cross-functional Team Leadership
- Customer Experience
- Data Analytics
- Finance
- Management
- Market Research
- Marketing Strategy
- Mergers & Acquisitions
- Microsoft Excel
- Microsoft Office
- Portfolio Management
- Process Improvement
- Professional Money Management
- Project Management
- Retirement Income Planning
- Retirement and College Planning
- Start-ups
- Statistical Data Analysis
- Strategic Planning
- Team Building
- Venture Capital
- Wealth and Legacy Planning
Aaron Jacoby Summary
- Aaron Jacoby, based in Las Vegas, NV, US, is currently a Investment Management Consultant II at Fidelity Investments. Aaron Jacoby brings experience from previous roles at Fidelity Investments. Aaron Jacoby holds a 1989 - 1994 Bachelor's Degree @ The Ohio State University. With a robust skill set that includes Analysis, Behavioral Finance, Communication, Computer Literacy, Cross-functional Team Leadership and more. Aaron Jacoby has 1 emails and 2 mobile phone numbers on RocketReach.
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