Jake Alpert Email & Phone Number
Client Service Specialist @ Modera Wealth Management
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Jake Alpert Location
- Boston, MA, US
Jake Alpert Work
- Client Service Specialist @ (August 2026 - Present)
- Financial Analyst @ (December 2022 - November 2023)
- Recruiter @ (June 2022 - August 2022)
- Roofer @ (May 2019 - January 2022)
- Dock Worker @ (June 2017 - August 2019)
- Gas Station Attendant and Scooter Salesman @ Guay's Sunoco (June 2016 - August 2019)
Jake Alpert Education
- Isenberg School of Management, UMass Amherst
Bachelor of Business Administration - BBA (Finance, General)
2020-2022
Jake Alpert Skills
- Commercial Real Estate Financial Modeling
- Commercial Real Estate Analysis
- Financial Reporting
- Financial Analysis
- Microsoft Excel
- Bloomberg Terminal
- Financial Accounting
- Sales
- Fundraising
- Customer Service
- AI
- Advanced Modeling
- Artificial Intelligence
- Client Services
- Commercial Developments
- Commercial Roofing
- Financial Markets
- Financial Services
- Financial products
- Historical Renovations
- Real Estate
- Real Estate Financial Modeling
- Real Estate Transactions
- Recruiting
Jake Alpert Summary
- Jake Alpert, based in Boston, MA, US, is currently a Client Service Specialist at Modera Wealth Management. Jake Alpert brings experience from previous roles at ALKU, GILBERT & BECKER CO., INC. and DiMillo's On the Water. Jake Alpert holds a 2020 - 2022 Bachelor of Business Administration - BBA in Finance, General @ Isenberg School of Management, UMass Amherst. With a robust skill set that includes Commercial Real Estate Financial Modeling, Commercial Real Estate Analysis, Financial Reporting, Financial Analysis, Microsoft Excel and more. Jake Alpert has 1 emails and 1 mobile phone numbers on RocketReach.
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