Jacob Forman Email & Phone Number
Financial Consultant @ Fidelity Investments
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Jacob Forman Location
- United States
Jacob Forman Work
- 2022 -now Financial Consultant @
- 2021 -2022 Planning Consultant @
- 2020 -2021 Relationship Manager @
- 2018 -2020 Financial Representative @
- 2015 -2017 Financial Advisor @
Jacob Forman Education
- West Chester University of Pennsylvania
Bachelor’s Degree (Accounting)
Jacob Forman Skills
- Communication
- Financial Analysis
- Accounting
- Financial Planning
- Public Speaking
- Management
- Interpersonal Skills
- Microsoft Excel
- Microsoft Office
- Teamwork
- Customer Service
- Social Media
- Organizational Effectiveness
- Leadership
- Marketing Strategy
Jacob Forman Summary
- Jacob Forman, based in United States, is currently a Financial Consultant at Fidelity Investments. Jacob Forman brings experience from previous roles at Fidelity Investments and North Star Resource Group. Jacob Forman holds a Bachelor’s Degree in Accounting @ West Chester University of Pennsylvania. With a robust skill set that includes Communication, Financial Analysis, Accounting, Financial Planning, Public Speaking and more. Jacob Forman has 1 emails on RocketReach.
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