Jake Koppelman's Location
Miami, Florida, United States
Jake Koppelman's Work
- Investment Analyst @ Stiles
- Senior Analyst @ FirstPointe Advisors, LLC
- Analyst @ FirstPointe Advisors, LLC
- Real Estate Property Tax Intern @ FirstPointe Advisors, LLC
- Wealth Management Intern @ Six Pillars Financial Advisors
- Assistant Manager and Server @ Jake Starr Cafe
- Summer Intern @ Max & Dora
Jake Koppelman's Education
- Florida State
(Finance)
2014 - 2017 - Smithtown High School East2009 - 2013
Jake Koppelman's Skills
- Microsoft Office
- Customer Service
- Management
- Microsoft Excel
- Microsoft Word
- Leadership
- PowerPoint
- Research
- Project Management
- Customer Experience
Jake Koppelman's Summary
Jake Koppelman, based in Miami, Florida, United States, is currently a Investment Analyst at Stiles, bringing experience from previous roles at Firstpointe Advisors, LLC and Six Pillars Financial Advisors. Jake Koppelman holds a 2014 - 2017 Florida State. With a robust skill set that includes Microsoft Office, Customer Service, Management, Microsoft Excel, Microsoft Word and more, Jake Koppelman contributes valuable insights to the industry.
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