Jake Fromm Email & Phone Number
Chief Investment Officer @ Relevé Financial Group
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Jake Fromm Location
- Hermitage, PA, US
Jake Fromm Work
- 2025 - now Chief Investment Officer @
- 2021 - 2025 Lead Investment Analyst @
- 2019 - 2020 Investment Analyst @
- 2016 - 2019 Internal Wholesaler @
- 2015 - 2016 Sales Desk Specialist @
- 2014 - 2015 Sales Trainee @
- 2013 - 2014 Community Coordinator and Marketing Intern @
Jake Fromm Education
- University of Nebraska-Lincoln 2010 - 2014
Jake Fromm Skills
- Data Analysis
- Quantitative Research
- Qualitative Research
- Securities
- Trading
- Asset Allocation
- Financial Markets
- Investment Management
- Analytical Skills
- Microsoft Office
- Microsoft Excel
- Customer Service
- Research
- Sales
Jake Fromm Summary
- Jake Fromm, based in Hermitage, PA, US, is currently a Chief Investment Officer at Relevé Financial Group. Jake Fromm brings experience from previous roles at Relevé Financial Group, Gilbert & Cook, Inc and Sammons Retirement Solutions. Jake Fromm holds a 2010 - 2014 University of Nebraska-Lincoln. With a robust skill set that includes Data Analysis, Quantitative Research, Qualitative Research, Securities, Trading and more. Jake Fromm has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Relevé Financial Group Employees
Jake Fromm
Chief Investment Officer
Hermitage, PA, US
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