James Jacobson Email & Phone Number
Vice President-Wealth Management Financial Advisor @ Morgan Stanley
James Jacobson's Location
Washington, DC, US
James Jacobson's Work
- Vice President-Wealth Management Financial Advisor @ Morgan Stanley
- Associate Vice President @ Wells Fargo
- Federal Account Representative @ Dun & Bradstreet Europe
James Jacobson's Education
- University of Maryland College Park
BS (Marketing)
1977 - 1981 - PHS1974 - 1977
James Jacobson's Skills
- Sales
- Finance
- Accounting
- Microsoft Word
- Marketing
- Financial Analysis
- Wealth Management Services
- Financial Planning
- Auto Finance
James Jacobson's Summary
James Jacobson, based in Washington, DC, US, is currently a Vice President-Wealth Management Financial Advisor at Morgan Stanley, bringing experience from previous roles at Wells Fargo and Dun & Bradstreet. James Jacobson holds a 1977 - 1981 BS in Marketing @ University of Maryland College Park. With a robust skill set that includes Sales, Finance, Accounting, Microsoft Word, Marketing and more, James Jacobson contributes valuable insights to the industry. James Jacobson has 2 emails on RocketReach.
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