Jake Marshall Email & Phone Number

Managing Director @ Wealth Enhancement Group

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Jake Marshall Location

Great Neck, NY, US

Jake Marshall Work

2022 - now Managing Director @ Wealth Enhancement Group
2019 - 2022 Partner @ Kings Point Capital Management LLC
2010 - 2022 Portfolio Manager @ Kings Point Capital Management

1995 - 2010 Vice President @ Fidelity Investments

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Jake Marshall Education

Emory University - Goizueta Business School
BBA (Finance)
1991 - 1995
Emory University
1991 - 1995

Jake Marshall Skills

Asset Allocation
Alternative Investments
Mutual Funds

Fixed Income
Investment Advisory
Wealth Management
Equities
Investments
Hedge Funds
Asset Managment

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Jake Marshall Summary

Jake Marshall, based in Great Neck, NY, US, is currently a Managing Director at Wealth Enhancement Group. Jake Marshall brings experience from previous roles at KINGS POINT CAPITAL MANAGEMENT LLC, Kings Point Capital Management and Fidelity Investments. Jake Marshall holds a 1991 - 1995 BBA in Finance @ Emory University - Goizueta Business School. With a robust skill set that includes Asset Allocation, Alternative Investments, Mutual Funds, Fixed Income, Investment Advisory and more. Jake Marshall has 1 emails and 1 mobile phone numbers on RocketReach.

Jake Marshall Emails

Found 1 emails

@wealthenhancement.com

Jake Marshall Phone Numbers

Found 5 phone numbers

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Others Named Jake Marshall

Jake Marshall

Managing Director at Wealth Enhancement Group

Great Neck, NY, US
1
- wealthenhancement.com
5
- +1 212-546-XXXX
- +1 631-267-XXXX
- +1 917-881-XXXX
- +1 516-439-XXXX
- +1 516-439-XXXX
Jake Marshall

Partner at Carpmaels & Ransford LLP

London, England, GB
2
- outlook.com
- carpmaels.com
Jake Marshall

Operations Manager at Greentech Renewables San Diego

San Diego, CA, US
2
- yahoo.com
- cedgreentechsd.com
1
- +1 530-592-XXXX

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Top Wealth Enhancement Group Employees

David Carlson

President, Wealth Enhancement Trust Services at Wealth Enhancement Group

Madison, WI, US
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Kelly Windorski

Chief Financial Officer at Wealth Enhancement Group

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Chief Product Officer at Wealth Enhancement Group

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Jake Marshall

Managing Director at Wealth Enhancement Group

Great Neck, NY, US
1
- wealthenhancement.com
5
- +1 212-546-XXXX
- +1 631-267-XXXX
- +1 917-881-XXXX
- +1 516-439-XXXX
- +1 516-439-XXXX
Eric Weiss

Chief Growth Officer at Wealth Enhancement Group

San Francisco, CA, US
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Debbie Grose

Senior Vice President at Wealth Enhancement Group

Folsom, CA, US
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Melinda Torres-Boyd

Vice President - Financial Advisor at Wealth Enhancement Group

Fulton, MD, US
3
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Neil Leonard

SVP, Performance Marketing and Analytics at Wealth Enhancement Group

San Francisco, CA, US
2
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- wealthenhancement.com
3
- +1 415-696-XXXX
- +1 763-401-XXXX
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Devone McLeod

Senior Vice President, Financial Advisor at Wealth Enhancement Group

Pompton Lakes, NJ, US
2
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