2019 -
2020 AVP, Internal Advisor Consultant- Los Angeles and Beverly Hills and Orange County and San Diego @
2015 -
2019 Internal Advisor Consultant- Los Angeles and Beverly Hills and Orange County and San Diego @
2013 -
2015 Brokerage Associate @
2013 -
2013 Client Relationship Associate @
2008 -
2012 Finance Undergraduate @
2010 -
2010 Financial Analyst and Performance Intern @
2008 -
2008 Assistant To Senior Vice President of Wealth Management @
Jack Benjamin Education
W. P. Carey School of Business – Arizona State University
Finance (International Business)
2008
-
2012
Arizona State University
Bachelor of Science (B.S.) (Finance)
2008
-
2012
Jack Benjamin Skills
Sales
Closed-end Funds
SMA
Alternative Investments
Investment Strategies
Mutual Funds
Asset Allocation
Separately Managed Accounts
ETFs
Leadership
PowerPoint
Social Media
Public Speaking
Financial Modeling
Data Analysis
Investments
Market Research
Finance
Business Planning
Microsoft Office
Microsoft Word
Microsoft Excel
Time Management
See 7+see Less
Customer Service
Financial Analysis
Management
Research
CRM
Analysis
Access
Jack Benjamin Summary
Jack Benjamin, based in Los Angeles, CA, US, is currently a Director of Marketing And Business Development at Third Point LLC. Jack Benjamin brings experience from previous roles at Revitate and Nuveen, a TIAA company. Jack Benjamin holds a 2008 - 2012 Finance in International Business @ W. P. Carey School of Business – Arizona State University. With a robust skill set that includes Sales, Closed-end Funds, SMA, Alternative Investments, Investment Strategies and more. Jack Benjamin has 2 emails and 1 mobile phone numbers on RocketReach.
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