Jacob Frey Email & Phone Number
Financial Advisor @ Stonebridge Financial Group, LLC
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Jacob Frey Location
- York, PA, US
Jacob Frey Work
- Financial Advisor @ (February 2025 - Present)
- Investment Planner @ (October 2023 - February 2025)
- Market Research Associate @ (January 2021 - October 2023)
- Premier Advisor @ (February 2019 - January 2021)
- Private Client Group, Relationship Manager @ (January 2018 - January 2019)
- High Net Worth Representative, Flagship Services @ (May 2015 - January 2018)
- Client Relationship Associate, Flagship Services @ (February 2014 - May 2015)
- Account Manager @ (August 2013 - February 2014)
- Client Documentation Specialist @ Kalejta Financial Management (June 2012 - August 2013)
- Intern @ Kalejta Financial Management (June 2012 - May 2013)
Jacob Frey Education
- York College of Pennsylvania
Master of Business Administration - MBA
2019-2020 - Ursinus College
Bachelor of Arts (B.A.) (Business and Economics)
2009-2013
Jacob Frey Skills
- Certified Financial Planner
- Critical Thinking
- Customer Service
- Data Analysis
- Economics
- English
- Financial Analysis
- Financial Markets
- Leadership
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Outlook
- PowerPoint
- Presentations
- Public Speaking
- Social Networking
- Statistics
- Team Leadership
- Teamwork
- Time Management
- Training
Jacob Frey Summary
- Jacob Frey, based in York, PA, US, is currently a Financial Advisor at Stonebridge Financial Group, LLC. Jacob Frey brings experience from previous roles at The Financial Advisory Group, Ltd., Citizens Bank and PNC. Jacob Frey holds a 2019 - 2020 Master of Business Administration - MBA @ York College of Pennsylvania. With a robust skill set that includes Certified Financial Planner, Critical Thinking, Customer Service, Data Analysis, Economics and more. Jacob Frey has 1 emails and 1 mobile phone numbers on RocketReach.
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