Jacob Levine

Jacob Levine

Senior Client Service Manager at Merit Financial Advisors LLC Portfolio management, economic and ma...
Jupiter, Florida, United States

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Work Experience

Merit Financial Advisors

Senior Client Services Manager

2023-11-01 - Present

Certuity

Associate Director

2022-07-01 - 2023-11-01

Trillium Management, LLC

Equity Trader

2019-09-01 - 2021-07-01

Flexpoint Ford, LLC

Summer Analyst

2017-05-01 - 2017-08-01

Skills

wealth management retirement planning risk mitigation investment management divorcees estate planning financial planning mergers acquisitions independent advisors widowhood succession planning hybrid ria financial advisor independent financial advisor growth strategy technology fintech wealthtech portfolio strategy women leaders

Languages

English