Jake O'Brien Email
Vice President, Banker @ J.P. Morgan Private Bank
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Jake O'Brien Location
- Philadelphia, PA, US
Jake O'Brien Work
- Vice President, Banker @ (September 2025 - Present)
- Vice President @ (September 2023 - September 2025)
- Investment Consultant @ (October 2017 - September 2023)
- Investment Consultant @ (June 2015 - September 2017)
Jake O'Brien Education
- Lafayette College
Bachelor of Arts (B.A.) (Economics and Policy Studies; Certificate in Financial Analysis and Policy)
- St. Joseph's Prep
- The London School of Economics and Political Science (LSE)
Summer Session II (Consumer Behaviour)
Jake O'Brien Skills
- Leadership
- Microsoft Word
- Data Analysis
- PowerPoint
- Research
- Microsoft Excel
- Communication
- Bloomberg Software
- Public Speaking
- Finance
- Time Management
- Customer Service
- Financial Analysis
- Series 7
- Mutual Funds
Jake O'Brien Summary
- Jake O'Brien, based in Philadelphia, PA, US, is currently a Vice President, Banker at J.P. Morgan Private Bank. Jake O'Brien brings experience from previous roles at Bernstein Private Wealth Management, Macquarie Group and Eaton Vance. Jake O'Brien holds a Bachelor of Arts (B.A.) in Economics and Policy Studies; Certificate in Financial Analysis and Policy @ Lafayette College. With a robust skill set that includes Leadership, Microsoft Word, Data Analysis, PowerPoint, Research and more. Jake O'Brien has 1 emails on RocketReach.
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