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 @ Merrill Lynch
2025 - 2025 Associate Wealth Manager @ Merit Financial Advisors
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2025 - 2025 Service Advisor @ Merit Financial Advisors

2023 - 2025 Senior Client Services Manager @ Merit Financial Advisors
2022 - 2023 Associate Director @ Certuity
2021 - 2022 Investment Associate @ Certuity
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2019 - 2021 Equity Trader @ Trillium Management, LLC
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2018 - 2018 Trading Intern @ Trillium Management, LLC
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2017 - 2017 Summer Analyst @ Flexpoint Ford
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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

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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 and 1 mobile phone numbers on RocketReach.

Jacob Levine Emails

Found 2 emails

Jacob Levine Phone Numbers

Found 2 phone numbers

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