2005 -
now Relationship and Private Client Portfolio Manager @
1997 -
2005 Financial Consultant @
Dan Jacob Education
University of Massachusetts Amherst
BBA (Finance and Ops Mgmt)
1991
-
1995
University of Massachusetts at Amherst - Isenberg School of Management
BBS (Finance and Operations Mgmt)
1991
-
1995
Dan Jacob Summary
Dan Jacob, based in Needham, MA, US, is currently a Relationship and Private Client Portfolio Manager at Beaumont Financial Partners. Dan Jacob brings experience from previous roles at Fidelity Investments. Dan Jacob holds a 1991 - 1995 BBA in Finance and Ops Mgmt @ University of Massachusetts Amherst. Dan Jacob has 1 emails and 1 mobile phone numbers on RocketReach.
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