Jake Desiderio Email
Wealth and Investment Planner @ Legacy Wealth Management
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Jake Desiderio Location
- Phoenix, AZ, US
Jake Desiderio Work
- now Wealth and Investment Planner @
- 2023 -now Executive Practice Manager @
- 2022 -2023 New Business Development, Financial Planning and Analysis Manager @
- 2022 -2022 Business Broker Consultant @
Jake Desiderio Education
- Thunderbird School of Global Management
Masters of Global Management: Global Finance and Law
2021-2023 - Arizona State University - W. P. Carey School of Business
Bachelor of Science - BS (Finance / Sports Business)
2019-2020
Jake Desiderio Skills
- Financial Modeling
- Finance
- Microsoft Office
- Time Management
- Competitive Analysis
- Analytical Skills
- Financial Analysis
Jake Desiderio Summary
- Jake Desiderio, based in Phoenix, AZ, US, is currently a Wealth and Investment Planner at Legacy Wealth Management. Jake Desiderio brings experience from previous roles at Renaissance Financial, Malmsten Inc. and eXroid Haemorrhoid Electrotherapy Treatment. Jake Desiderio holds a 2021 - 2023 Masters of Global Management: Global Finance and Law @ Thunderbird School of Global Management. With a robust skill set that includes Financial Modeling, Finance, Microsoft Office, Time Management, Competitive Analysis and more. Jake Desiderio has 1 emails on RocketReach.
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Top Legacy Wealth Management Employees
Phillip Brancato
First Vice President, CFP®
Saint Clair Shores, MI, US
Morey Perlmutter
Sr. Vice President
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Shadia Joudi-Dedecker
Senior Registered Account Administrator
Grosse Pointe, MI, US
Thomas Tenney
Senior Vice President
Paradise Valley, AZ, US
Joshua Stamm
President
Lynchburg, VA, US
Michael Choy
Senior Vice President and Financial Advisor
Paradise Valley, AZ, US
Douglas Wood
Partner
United States
Thomas Buhl
Founding Partner
Detroit, MI, US
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