Jacob Taurel's Location
Miami, FL, US
Jacob Taurel's Work
- Managing Partner @ Activest Wealth Management LLC.
- Managing Director @ Activest Wealth Management LLC.
- Senior Investment Analyst and Investment Adviser Representative @ Activest Wealth Management LLC.
- Junior Analyst @ CLAdirect
- Marketing Intern @ RORI
Jacob Taurel's Education
- Arison School of Business at Interdisciplinary Center (IDC) Herzliya
Bachelor of Business Administration (B.B.A.) (Finance, General)
2010 - 2013 - Wharton School, University of Pennsylvania
Exchange student (Finance and Financial Management Services)
2012 - 2012 - Moral y Luces - Hebraica
High School (Science)
2005 - 2009
- CFA Institute
Passed CFA level 1
Jacob Taurel's Skills
- Analysis
- PowerPoint
- Customer Service
- Financial Analysis
- Management
- Investment Management
- Portfolio Management
- Business Strategy
- Economics
- Securities
Jacob Taurel's Summary
Jacob Taurel, based in Miami, FL, US, is currently a Managing Partner at Activest Wealth Management LLC., bringing experience from previous roles at Activest Wealth Management LLC., CLAdirect and RORI. Jacob Taurel holds a 2010 - 2013 Bachelor of Business Administration (B.B.A.) in Finance, General @ Arison School of Business at Interdisciplinary Center (IDC) Herzliya. With a robust skill set that includes Analysis, PowerPoint, Customer Service, Financial Analysis, Management and more, Jacob Taurel contributes valuable insights to the industry. Jacob Taurel has 2 emails and 1 mobile phone number on RocketReach.
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