Vice President, Wealth Manager @ (January 2023 - February 2024)
Wealth Manager @ (July 2021 - March 2023)
Planning Specialist @ (January 2021 - July 2021)
Private Client Services Associate @ (January 2020 - January 2021)
Sales Associate @ (January 2018 - January 2020)
Chief of Staff Intern @ (August 2016 - January 2017)
Sales and Marketing Intern @ (May 2016 - August 2016)
Jack Weinstein Education
American University - Kogod School of Business
Bachelor of Science (B.S.) (Business Administration and Marketing/Communications)
2014-2018
Hauppauge High School
International Baccalaureate (IB) Diploma Candidate
2010-2014
Jack Weinstein Skills
Business Strategy
Customer Service
Event Planning
Facebook
Leadership
Management
Marketing
Marketing Communications
Microsoft Excel
Microsoft Office
Microsoft Word
Public Speaking
Research
Social Media
Team Leadership
Teamwork
Strategic Planning
Marketing Strategy
Sales
Jack Weinstein Summary
Jack Weinstein, based in Los Angeles, CA, US, is currently a Director, Senior Wealth Manager at Lido Advisors, LLC. Jack Weinstein brings experience from previous roles at Lido Advisors, LLC. Jack Weinstein holds a 2014 - 2018 Bachelor of Science (B.S.) in Business Administration and Marketing/Communications @ American University - Kogod School of Business. With a robust skill set that includes Business Strategy, Customer Service, Event Planning, Facebook, Leadership and more. Jack Weinstein has 2 emails and 2 mobile phone numbers on RocketReach.
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