Analyst @ FirstPointe Advisors, LLC (January 2018 - August 2021)
Real Estate Property Tax Intern @ FirstPointe Advisors, LLC (May 2017 - August 2017)
Wealth Management Intern @ Six Pillars Financial Advisors (August 2016 - December 2016)
Assistant Manager and Server @ Jake Starr Cafe (February 2010 - December 2015)
Summer Intern @ Max & Dora Inc. (May 2014 - August 2014)
Jake Koppelman Education
Florida State University
Bachelor’s Degree (Finance)
2014-2017
Smithtown High School East
High School (Honors/Regents Diploma)
2009-2013
Jake Koppelman Summary
Jake Koppelman, based in Florida, United States, is currently a Asset Manager at Stiles. Jake Koppelman brings experience from previous roles at Stiles and FirstPointe Advisors, LLC. Jake Koppelman holds a 2014 - 2017 Bachelor’s Degree in Finance @ Florida State University. Jake Koppelman has 2 mobile phone numbers on RocketReach.
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