Jacob Levine Email & Phone Number
Wealth Management Client Associate - ADP @ Merrill Lynch
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Jacob Levine Location
- Jupiter, FL, US
Jacob Levine Work
- 2026 -now Wealth Management Client Associate - ADP @
- 2025 -2025 Associate Wealth Manager @
- 2025 -2025 Service Advisor @
- 2023 -2025 Senior Client Services Manager @
- 2022 -2023 Associate Director @
- 2021 -2022 Investment Associate @
- 2019 -2021 Equity Trader @
- 2018 -2018 Trading Intern @
- 2017 -2017 Summer Analyst @
Jacob Levine Education
- University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration - BBA (Business Administration and Management, General)
2015-2019
Jacob Levine Skills
- Salesforce.com
- Tax-advantaged Investment Strategies
- Customer Relationship Management (CRM)
- Asset Allocation
- Microsoft PowerPoint
- Account Management
- Quick Reference Guides
- Problem Solving
- Presentations
- Investment Research
- Financial Modeling
- Economics
- Due Diligence
- Capital Markets
- Account Reconciliation
- Market Research
- Portfolio Management
- Market Analysis
- Wealth Management Services
- Investment Strategies
- Financial Advisory
- Investment Management
- Asset Management
- Leadership
- Financial Markets
- Investment Advisory Services
- Financial Services
- Finance
- Client Services
- Client Relations
- Equity Trading
- Equity Research
- Fixed-Income Investing
- Morningstar
- Financial Planning
- Financial Analysis
- Communication
- Alternative Investments
- Analytical Skills
- Investments
- Trading
- Teamwork
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Customer Service
- Management
- Series 65
Jacob Levine Summary
- Jacob Levine, based in Jupiter, FL, US, is currently a Wealth Management Client Associate - ADP at Merrill Lynch. Jacob Levine brings experience from previous roles at Merit Financial Advisors and Certuity. Jacob Levine holds a 2015 - 2019 Bachelor of Business Administration - BBA in Business Administration and Management, General @ University of Michigan - Stephen M. Ross School of Business. With a robust skill set that includes Salesforce.com, Tax-advantaged Investment Strategies, Customer Relationship Management (CRM), Asset Allocation, Microsoft PowerPoint and more. Jacob Levine has 2 emails on RocketReach.
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