Jacob Brett Email & Phone Number
Managing Director Operations and Director Advisory Services @ Focused Wealth Management / Registered Investment Advisor
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Jacob Brett Location
- New York, NY, US
Jacob Brett Work
- 2025 -now Managing Director Operations and Director Advisory Services @
- 2019 -2025 Senior Vice President of Advisory Services @
- 2011 -2019 Vice President of Wealth Management @
- 2008 -2011 Strategic Business Analyst @
Jacob Brett Education
- The College of Saint Rose 2003-2007
Jacob Brett Skills
- Wealth Management
- Portfolio Management
- Series 7
- Equities
- Investments
- Series 66
- Institutional Investments
- Financial Planning
- Financial Analysis
- ETFs
- Bonds
Jacob Brett Summary
- Jacob Brett, based in New York, NY, US, is currently a Managing Director Operations and Director Advisory Services at Focused Wealth Management. Jacob Brett brings experience from previous roles at Focused Wealth Management and Pitney Bowes. Jacob Brett holds a 2003 - 2007 The College of Saint Rose. With a robust skill set that includes Wealth Management, Portfolio Management, Series 7, Equities, Investments and more. Jacob Brett has 3 emails and 1 mobile phone numbers on RocketReach.
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