Jacob Lerman Email & Phone Number
Sales Development Manager @ Mincey Marble
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Jacob Lerman Location
- Jenkintown, PA, US
Jacob Lerman Work
- Sales Development Manager @ (January 2025 - Present)
- Hospitality Direct Sales Manager @ (January 2016 - January 2025)
- Financial Advisor @ Univest Investments (June 2014 - January 2016)
- Wealth and Investment Management @ Merrill Lynch (September 2013 - June 2014)
- Global Wealth Management @ (July 2012 - August 2013)
- VP Business Development @ Christopher Financial at Raymond James Financial Services (May 2011 - July 2012)
Jacob Lerman Education
- Dickinson College
Bachelors (English, Business)
2001-2005 - Abington Friends High School 1997-2001
Jacob Lerman Skills
- Banking
- Credit
- Finance
- Financial Services
- Insurance
- Investment Management
- Investments
- Mutual Funds
- Portfolio Management
- Series 66
- Series 7
- Uniform Combined State Law
- Wealth Management
Jacob Lerman Summary
- Jacob Lerman, based in Jenkintown, PA, US, is currently a Sales Development Manager at Mincey Marble. Jacob Lerman brings experience from previous roles at ABG Hospitality, Univest Investments, Merrill Lynch and Morgan Stanley. Jacob Lerman holds a 2001 - 2005 Bachelors in English, Business @ Dickinson College. With a robust skill set that includes Banking, Credit, Finance, Financial Services, Insurance and more. Jacob Lerman has 2 emails and 1 mobile phone numbers on RocketReach.
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