Jake Stern Email & Phone Number
Client Advisory Associate @ Whittier Trust Company
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Jake Stern Location
- Menlo Park, CA, US
Jake Stern Work
- Client Advisory Associate @ (August 2026 - Present)
- Enterprise Representative @ (October 2025 - April 2026)
- Revenue and Financial Intern @ (June 2024 - September 2024)
- Financial Data Intern @ (February 2024 - June 2024)
- Private Wealth Intern @ First Republic Private Wealth Management (March 2022 - June 2022)
Jake Stern Education
- UC Santa Barbara
Bachelor of Arts - BA (Economics and Applied Psychology)
- UC Santa Barbara Extension
Certification for Strategic Investing
2025 - Menlo-Atherton High School
Jake Stern Skills
- Analytical Skills
- Business Development
- CRM Systems
- Cold Calling
- Communication
- Competitive Analysis
- Customer Service
- Data Analysis
- English
- Financial Education
- GTM Strategy
- Graphing
- Guest Services
- Hospitality Management
- Investment Education
- Lead Generation
- Leadership
- Market Research
- Mentoring
- Microsoft Excel
- Microsoft Office
- Multitasking
- Organizational Development
- Outbound Messaging
- Persistence
- Pipeline Management
- Portfolio Strategy
- Problem Solving
- Project Management
- Project Support
- Prospecting
- Research
- Revenue Forecasting
- SaaS Sales
- Sales
- Sales Enablement
- Sales Prospecting
- Salesforce CRM
- Stakeholder Communication
- Strategic Planning
- Strategy
- Team Collaboration
- Teamwork
- Youth Development
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, Santa Barbara County Employees' Retirement System (SBCERS) and First Republic Private Wealth Management. Jake Stern holds a Bachelor of Arts - BA in Economics and Applied Psychology @ UC Santa Barbara. With a robust skill set that includes Analytical Skills, Business Development, CRM Systems , Cold Calling, Communication and more.
Looking for a different Jake Stern?
Find contact details for 700 million professionals.
Others Named Jake Stern
Jake Stern
Public Relations Manager
Cambridge, MA, US
Jacob Stern
FIRST Nuclear Security Program Advisor
Washington, DC, US
Jake Stern
Investment Banking Associate
New York, NY, US
Jake Stern
Founder
Chicago, IL, US
Jake Stern
Sales Service Representative
London, GB
Jake Stern
Digital Product Manager
Pittsburgh, PA, US
Jake Stern
Head of Purchasing and Facilities
New York, NY, US
Top Whittier Trust Company Employees
Kathleen Briley
Senior Vice President
Pasadena, CA, US
Ted Fogliani
Vice President, Business Development
Del Mar, CA, US
Greg Custer
Executive Vice President
California, United States
Nielsen Fields
Vice President, Portfolio Management
San Clemente, CA, US
Jerad Beltz
Senior Vice President and Deputy General Counsel
Irvine, CA, US
Gus Sanchez
Senior Vice President Human Resources
South Pasadena, CA, US
Haley Dahl
Senior Vice President, Client Advisor
California, United States
Elizabeth Anderson
Vice President
Los Angeles, CA, US
Robert Renken
Executive Vice President and Deputy General Counsel
Los Angeles, CA, US
Brian Bissell
Senior Vice President - Client Advisor
Newport Beach, CA, US
David Dahl
CEO
South Pasadena, CA, US
Thomas Frank
Executive Vice President, Northern California Regional Manager
San Francisco, CA, US
Yali Lincroft
Vice President
Seattle, WA, US
Peter Zarifes
Managing Director and Director of Wealth Management
San Marino, CA, US
Tim McCarthy
Managing Director
Los Angeles, CA, US
Juliana
Senior Vice President
Pasadena, CA, US
James Baer
Chief Technology Officer
New Boston, NH, US
Andrew Paulson
Vice President, Real Estate
Pasadena, CA, US
Gregg Millward
Vice President, Client Advisor
Pasadena, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co