Jake Steinberg Email & Phone Number
Wealth Advisor and Business Development Manager @ Revolve Wealth Partners
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Jake Steinberg Location
- New York, NY, US
Jake Steinberg Work
- 2021 -now Wealth Advisor and Business Development Manager @
- 2019 -2021 Financial Analyst @
- 2017 -2017 Intern @
- 2016 -2016 Trading Floor Assistant @
- 2014 -2015 Finance Intern @ Linden Care Pharmacy
Jake Steinberg Education
- University of Maryland College Park
Bachelor of Science - BS (Bachelor of Science, Finance, Minor in Real Estate Development)
2014-2018 - John F. Kennedy High School 2010-2014
Jake Steinberg Skills
- Leadership
- Microsoft Office
- Teamwork
- Microsoft Word
- PowerPoint
- Social Media
- Time Management
- Microsoft Excel
- Financial Analysis
- Financial Services
- Financial Modeling
- Financial Planning
- Salesforce.com Administration
Jake Steinberg Summary
- Jake Steinberg, based in New York, NY, US, is currently a Wealth Advisor and Business Development Manager at Revolve Wealth Partners. Jake Steinberg brings experience from previous roles at Revolve Wealth Partners, BelHealth Investment Partners, Jab Trading Llc and Linden Care Pharmacy. Jake Steinberg holds a 2014 - 2018 Bachelor of Science - BS in Bachelor of Science, Finance, Minor in Real Estate Development @ University of Maryland College Park. With a robust skill set that includes Leadership, Microsoft Office, Teamwork, Microsoft Word, PowerPoint and more. Jake Steinberg has 1 emails and 1 mobile phone numbers on RocketReach.
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