Jake Sheldon Email & Phone Number
Director, Wealth Strategies @ Bernstein Private Wealth Management
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Jake Sheldon Location
- Denver, CO, US
Jake Sheldon Work
- Director, Wealth Strategies @ (October 2025 - Present)
- Associate Director, Wealth Strategies @ (October 2024 - October 2025)
- Senior Analyst, Wealth Strategies @ (January 2023 - October 2024)
- Analyst, Wealth Strategies @ (August 2020 - January 2023)
- Senior Associate @ (June 2019 - August 2020)
- Private Client Associate @ (July 2017 - June 2019)
- Analyst @ (July 2016 - July 2017)
- Summer Analyst @ (May 2015 - August 2015)
- Assistant Tennis Pro @ LifeTime Athletic (June 2014 - August 2014)
- Sales Associate @ Game-Set-Match (April 2011 - August 2013)
Jake Sheldon Education
- University of Northern Colorado
Bachelor of Science (BS) (Business Administration, Finance)
2012-2016 - Legend High School 2008-2012
Jake Sheldon Summary
- Jake Sheldon, based in Denver, CO, US, is currently a Director, Wealth Strategies at Bernstein Private Wealth Management. Jake Sheldon brings experience from previous roles at Bernstein Private Wealth Management. Jake Sheldon holds a 2012 - 2016 Bachelor of Science (BS) in Business Administration, Finance @ University of Northern Colorado. Jake Sheldon has 2 emails and 2 mobile phone numbers on RocketReach.
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