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
- Wealth Advisor and Business Development Manager @ (May 2021 - Present)
- Financial Analyst @ (January 2019 - May 2021)
- Intern @ (June 2017 - August 2017)
- Trading Floor Assistant @ (May 2016 - August 2016)
- Finance Intern @ Linden Care Pharmacy (May 2014 - August 2015)
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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