Wealth Management Client Associate @ (January 2021 - May 2021)
Seasonal Client Associate @ (March 2020 - December 2020)
Business Development Representative @ (August 2019 - March 2020)
Core Technology and Business Development Consultant @ (June 2018 - August 2019)
Wealth Managment Intern @ (June 2017 - August 2017)
Investment Banking Summer Analyst @ (July 2016 - August 2016)
Senior Counselor @ (June 2015 - August 2015)
Jake Katz Education
University of Michigan
Bachelor of Arts (B.A.) (Economics. Applied Statisitcs)
2014-2018
Westfield High School
High School Diploma
2010-2014
Jake Katz Summary
Jake Katz, based in New York, NY, US, is currently a Relationship Manager at Merrill Lynch. Jake Katz brings experience from previous roles at Merrill Lynch and SaleCycle. Jake Katz holds a 2014 - 2018 Bachelor of Arts (B.A.) in Economics. Applied Statisitcs @ University of Michigan. Jake Katz has 1 emails and 2 mobile phone numbers on RocketReach.
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