2013 -2014 Wealth and Investment Management @ Merrill Lynch
2012 -2013 Global Wealth Management @
2011 -2012 VP Business Development @ Christopher Financial at Raymond James Financial Services
Jacob Lerman Education
Dickinson College
Bachelors (English, Business)
2001-2005
Abington Friends High School 1997-2001
Jacob Lerman Skills
Uniform Combined State Law
Portfolio Management
Investments
Banking
Credit
Finance
Investment Management
Series 66
Insurance
Financial Services
Wealth Management
Mutual Funds
Series 7
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 Uniform Combined State Law, Portfolio Management, Investments, Banking, Credit and more. Jacob Lerman has 2 emails and 1 mobile phone numbers on RocketReach.
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