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 @ Revolve Wealth Partners
2019 - 2021 Financial Analyst @ Revolve Wealth Partners
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2017 - 2017 Intern @ BelHealth Investment Partners

2016 - 2016 Trading Floor Assistant @ Jab Trading Llc
2014 - 2015 Finance Intern @ Linden Care Pharmacy

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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

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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.

Jake Steinberg Emails

Found 1 emails

@revolvewealth.com

Jake Steinberg Phone Numbers

Found 2 phone numbers

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Top Revolve Wealth Partners Employees

Vince Velicov

Associate Wealth Manager at Revolve Wealth Partners

New York, NY, US
1
- revolvewealth.com
4
- +1 215-850-XXXX
- +1 347-979-XXXX
- +1 215-333-XXXX
- +1 215-338-XXXX
Jennifer Dickson

Client Services Manager at Revolve Wealth Partners

New York, NY, US
3
- yahoo.com
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- revolvewealth.com
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- +1 201-628-XXXX
- +1 732-565-XXXX
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Richard Rowehl

Director of Business Services at Revolve Wealth Partners

New York, NY, US
1
- revolvewealth.com
2
- +1 212-808-XXXX
- +1 516-313-XXXX
Jack Baron

Investment Analyst at Revolve Wealth Partners

New York, NY, US
1
- revolvewealth.com
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- +1 914-572-XXXX
- +1 914-242-XXXX
Gabrielle Fraccola

Senior Client Service Manager at Revolve Wealth Partners

Hackensack, NJ, US
3
- gmail.com
- revolvewealth.com
- aol.com
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- +1 201-704-XXXX
Rachel Benji

Relationship Coordinator at Revolve Wealth Partners

Paramus, NJ, US
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