Jake Berman Email
Director of Advisor Services @ FMB Wealth Management
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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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Top FMB Wealth Management Employees
A.j. Miller
Advisor
Westlake Village, CA, US
Debbie Fields
Owner
Moorpark, CA, US
Grant Blindbury
Partner
Westlake Village, CA, US
Danny Mock
Partner
Westlake Village, CA, US
Jeremy Fields
Partner
Thousand Oaks, CA, US
Danny Mock
Partner
Westlake Village, CA, US
Sandy Duncan
Executive Assistant
Thousand Oaks, CA, US
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