Dana Jacobs Email & Phone Number
Managing Director, Private Wealth Advisor, NMLS# 1418890, CDI#0796268
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Dana Jacobs Location
- Los Angeles, CA, US
Dana Jacobs Work
- 2015 -now Managing Director, Private Wealth Advisor, NMLS# 1418890, CDI#0796268 @ Morgan Stanley Private Wealth Management
- 2010 -2015 Managing Director @ Barclays
- 2005 -2010 Western U.S. Regional Head, Private Bank - Managing Director @ HSBC
- 2000 -2005 Director @ Credit Suisse
- 1995 -2000 Director @ Donaldson, Lufkin & Jenrette
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.
Looking for a different Dana Jacobs?
Find contact details for 700 million professionals.
Others Named Dana Jacobs
Dana Jacobs
Jr. UX Designer
Chicago, IL, US
Dana Jacobs
Freelance Social Media Manger
Tulsa, OK, US
Dana Jacobs
Attorney
Jacksonville, FL, US
Dana Jacobs
Chief of Staff
New York, United States
Dana Jacobs
Manager, Special Events, Office of the President
Hamilton, ON, CA
Dana Jacobs
Sr. GTM Strategic Planning and Execution
Raleigh, NC, US
Dana Jacobs
Senior Capture Manager
Madison, WI, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co