Jake Stein Email & Phone Number
Investment Associate @ Legacy Investing, LLC
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Jake Stein Location
- Washington, DC, US
Jake Stein Work
- 2024 -now Investment Associate @
- 2023 -2023 Summer Associate @
- 2017 -2022 Internal Advisor Consultant @
- 2017 -2017 National Sales Consultant @
- 2016 -2016 Summer Intern @
- 2015 -2015 Advisor Scholar Intern @
- 2011 -2014 Assistant to Certified Financial Planner @
Jake Stein Education
- University of Connecticut School of Business
Bachelor of Science (B.S.) (Finance)
2012-2016 - International Studies Institute of Florence
(Entrepreneurship/Entrepreneurial Studies)
2015-2015 - Kansas State University
Master's degree (Personal Financial Planning / Financial therapy )
2023
Jake Stein Skills
- Leadership
- Microsoft Office
- Management
- Microsoft Word
- Project Management
- PowerPoint
- Research
- Microsoft Excel
- Social Media
- Marketing
- Public Speaking
- Customer Service
- Strategic Planning
- Analysis
Jake Stein Summary
- Jake Stein, based in Washington, DC, US, is currently a Investment Associate at LEGACY INVESTING. Jake Stein brings experience from previous roles at Money Habitudes, Columbia Threadneedle Investments, US and Waddell and Reed. Jake Stein holds a 2012 - 2016 Bachelor of Science (B.S.) in Finance @ University of Connecticut School of Business. With a robust skill set that includes Leadership, Microsoft Office, Management, Microsoft Word, Project Management and more. Jake Stein has 1 emails and 1 mobile phone numbers on RocketReach.
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