Jake Berman Location
- Westlake Village, CA, US
Jake Berman Work
- 2021 - now Director of Advisor Services @
- 2018 - 2021 Wealth Management Coordinator @
- 2017 - 2018 Paraplanner @
- 2017 - 2017 Intern @
- 2016 - 2016 Sales Associate @ Sports Authority
Jake Berman Education
- California State University Channel Islands
Master of Business Administration - MBA
2020 - 2022 - California State University Channel Islands
Bachelors of Science Degree (Business Administration)
2015 - 2017 - Moorpark College
Associate of Science (Business Administration)
2013 - 2015 - Westlake High School
High School Diploma
2009 - 2013
Jake Berman Skills
- Microsoft Office
- Management
- PostgreSQL
- Research
- Project Management
- Portfolio Management
- Financial Planning
- Microsoft PowerPoint
- Microsoft Excel
- Microsoft Word
- SQL
- Leadership
- eMoney Advisor
Jake Berman Summary
- Jake Berman, based in Westlake Village, CA, US, is currently a Director of Advisor Services at FMB Wealth Management. Jake Berman brings experience from previous roles at FMB Wealth Management and Sports Authority. Jake Berman holds a 2020 - 2022 Master of Business Administration - MBA @ California State University Channel Islands. With a robust skill set that includes Microsoft Office, Management, PostgreSQL, Research, Project Management and more. Jake Berman has 2 emails on RocketReach.
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