Jake Desiderio Email

Wealth and Investment Planner @ Legacy Wealth Management

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Jake Desiderio Location

Phoenix, AZ, US

Jake Desiderio Work

Wealth and Investment Planner @ Legacy Wealth Management
2023 - now Executive Practice Manager @ Renaissance Financial
2022 - 2023 New Business Development, Financial Planning and Analysis Manager @ Malmsten Inc.

2022 - 2022 Business Broker Consultant @ eXroid Haemorrhoid Electrotherapy Treatment

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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

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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.

Jake Desiderio Emails

Found 1 emails

@gmail.com

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Jake Desiderio

Wealth and Investment Planner at Legacy Wealth Management

Phoenix, AZ, US
1
- gmail.com

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Top Legacy Wealth Management Employees

Thomas Buhl

Founding Partner at Legacy Wealth Management

Detroit, MI, US
2
- mail.com
- legacy-wm.net
4
- +1 313-992-XXXX
- +1 313-885-XXXX
- +1 313-319-XXXX
- +1 313-882-XXXX
Robert Rothe

Senior Vice President at Legacy Wealth Management

Denver, CO, US
3
- +1 303-494-XXXX
- +1 303-249-XXXX
- +1 516-752-XXXX
Thomas Buhl

Partner at Legacy Wealth Management

Detroit, MI, US
1
- legacy-wm.net
Jake Desiderio

Wealth and Investment Planner at Legacy Wealth Management

Phoenix, AZ, US
1
- gmail.com

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