Jacob Friedman Email
Director of Operations @ Neeley Next Step
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Jacob Friedman Location
- California, United States
Jacob Friedman Work
- Director of Operations @ (December 2024 - Present)
- 2026 PCG Summer Analyst @ (June 2026 - August 2026)
- Private Wealth Management Intern @ (May 2025 - July 2025)
- Camp Counslor @ Camp Winnebago (June 2024 - August 2024)
- TCU Men’s Basketball Student Manager @ (August 2023 - May 2024)
- Lava.ai @ (September 2022 - April 2023)
Jacob Friedman Education
- TCU Neeley School of Business
Bachelor's degree (Finance, General)
2023-2027 - Texas Christian University
Finance (Business)
2023-2027 - The American University of Rome
Bachelor's degree (Finance, General)
2026-2026 - Redwood High School, TUHSD 2019-2023
Jacob Friedman Skills
- Attention to Detail
- Client Prospecting
- Communication
- Financial Analysis
- Financial Planning
- Interpersonal Skills
- Leadership
- Market Research
- Microsoft Excel
- Microsoft PowerPoint
- Money Guide Pro
- Portfolio Management
- Private Wealth Management
- Problem Solving
- Program Management
- Project Management
- Project Planning
- Request for Proposal (RFP)
- Research Skills
- Team Leadership
- Team Management
- Time & Attendance
Jacob Friedman Summary
- Jacob Friedman, based in California, United States, is currently a Director of Operations at Neeley Next Step. Jacob Friedman brings experience from previous roles at RBC Wealth Management, Parallel Advisors, LLC, Camp Winnebago and Texas Christian University. Jacob Friedman holds a 2023 - 2027 Bachelor's degree in Finance, General @ TCU Neeley School of Business. With a robust skill set that includes Attention to Detail, Client Prospecting, Communication, Financial Analysis, Financial Planning and more.
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