Jake Steinberger Email & Phone Number
Director, Wealth Advisory Group @ Collaborative Capital Advisors
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Jake Steinberger Location
- New York, NY, US
Jake Steinberger Work
- 2026 -now Director, Wealth Advisory Group @
- 2025 -2026 Director, Head of Venture @
- 2025 -2025 Director @
- 2022 -2025 Manager, Research and Client Advisory @
- 2019 -2022 Research Analyst @
Jake Steinberger Education
- University of Wisconsin-Madison
Bachelor of Science - BS (Economics)
Jake Steinberger Skills
- Bloomberg
- FactSet
- Microsoft Office
- Research
- Macroeconomics
- Economics
- Business Intelligence (BI)
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Leadership
- Teamwork
- Public Speaking
Jake Steinberger Summary
- Jake Steinberger, based in New York, NY, US, is currently a Director, Wealth Advisory Group at Collaborative Capital Advisors. Jake Steinberger brings experience from previous roles at TAG Associates and GM Advisory Group. Jake Steinberger holds a Bachelor of Science - BS in Economics @ University of Wisconsin-Madison. With a robust skill set that includes Bloomberg, FactSet, Microsoft Office, Research, Macroeconomics and more. Jake Steinberger has 2 emails and 2 mobile phone numbers on RocketReach.
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