Dana Jacobs Email & Phone Number
Managing Director, Private Wealth Advisor, NMLS# 1418890, CDI#0796268
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Dana Jacobs Location
- Los Angeles, CA, US
Dana Jacobs Work
- Managing Director, Private Wealth Advisor, NMLS# 1418890, CDI#0796268 @ Morgan Stanley Private Wealth Management (June 2015 - Present)
- Managing Director @ Barclays (May 2010 - June 2015)
- Western U.S. Regional Head, Private Bank - Managing Director @ HSBC (April 2005 - May 2010)
- Director @ Credit Suisse (January 2000 - January 2005)
- Director @ Donaldson, Lufkin & Jenrette (April 1995 - February 2000)
Dana Jacobs Education
- UCLA Anderson School of Management 1992-1994
- University of California, Santa Barbara
Dana Jacobs Skills
- Microsoft Office
- Wealth Management
- Investments
- Marketing
- Leadership
Dana Jacobs Summary
- Dana Jacobs, based in Los Angeles, CA, US, is currently a Managing Director, Private Wealth Advisor, NMLS# 1418890, CDI#0796268 at Morgan Stanley Private Wealth Management. Dana Jacobs brings experience from previous roles at Barclays, HSBC, Credit Suisse and Donaldson, Lufkin & Jenrette. Dana Jacobs holds a 1992 - 1994 UCLA Anderson School of Management. With a robust skill set that includes Microsoft Office, Wealth Management, Investments, Marketing, Leadership and more. Dana Jacobs has 1 emails and 1 mobile phone numbers on RocketReach.
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