Jake Stern Email & Phone Number
Client Advisory Associate @ Whittier Trust Company
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Jake Stern Location
- Menlo Park, CA, US
Jake Stern Work
- 2026 -now Client Advisory Associate @
- 2025 -2026 Enterprise Representative @
- 2024 -2024 Revenue and Financial Intern @
- 2024 -2024 Revenue and Financial Analyst @
- 2024 -2024 Financial Data Intern @
- 2024 -2024 Financial Data Analyst @
- 2022 -2022 Private Wealth Intern @
- 2022 -2022 Host (Michelin Star Restaurant) @
- 2022 -2022 Private Wealth Management Associate @
- 2017 -2020 Tutor @
Jake Stern Education
- Menlo-Atherton High School 2017-2021
- UC Santa Barbara
Bachelor of Arts - BA (Economics and Applied Psychology)
- UC Santa Barbara Extension
Certification for Strategic Investing
2025
Jake Stern Summary
- Jake Stern, based in Menlo Park, CA, US, is currently a Client Advisory Associate at Whittier Trust Company. Jake Stern brings experience from previous roles at HubSpot, Evommune and Santa Barbara County Employees' Retirement System (SBCERS). Jake Stern holds a 2017 - 2021 Menlo-Atherton High School.
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