Jacob Levine Email & Phone Number
Franchise Owner @ Zoomin Groomin
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Jacob Levine Location
- Jupiter, FL, US
Jacob Levine Work
- Franchise Owner @ (April 2026 - Present)
- Wealth Management Client Associate - ADP @ (January 2026 - March 2026)
- Associate Wealth Manager @ (April 2025 - December 2025)
- Service Advisor @ (January 2025 - April 2025)
- Senior Client Services Manager @ (November 2023 - January 2025)
- Associate Director @ (July 2022 - November 2023)
- Investment Associate @ (August 2021 - July 2022)
- Equity Trader @ (September 2019 - July 2021)
- Trading Intern @ (May 2018 - August 2018)
- Summer Analyst @ (May 2017 - August 2017)
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 Franchise Owner at Zoomin Groomin. Jacob Levine brings experience from previous roles at Merrill Lynch and Merit Financial Advisors. 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 1 emails and 1 mobile phone numbers on RocketReach.
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Top Zoomin Groomin Employees
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Spokane, WA, US
May Kandela
Franchise Owner
Los Angeles, CA, US
Jacob Levine
Franchise Owner
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Faith Grimmett
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Jess Johnson
Franchise Owner
Melbourne Beach, FL, US
Matt Austria
Owner
United States
Falicia Shattuck
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Moncks Corner, SC, US
Kimmie O'Brien Calderon
Franchise Owner
Nanuet, NY, US
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