Dan Jacob
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Dan Jacob Email & Phone Number

Relationship and Private Client Portfolio Manager at Beaumont Financial Partners
Location: Needham Heights, Massachusetts, United States 2 work roles 2 schools
2 work emails found @bfpartners.com 1 phone found area 781 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 1 phone

Work email d****@bfpartners.com
Direct phone (781) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Beaumont Financial Partners
Role
Relationship and Private Client Portfolio Manager
Location
Needham Heights, Massachusetts, United States
Company size
20 employees

Who is Dan Jacob? Overview

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Quick answer

Dan Jacob is listed as Relationship and Private Client Portfolio Manager at Beaumont Financial Partners, a company with 20 employees, based in Needham Heights, Massachusetts, United States. AeroLeads shows a work email signal at bfpartners.com, phone signal with area code 781, and a matched LinkedIn profile for Dan Jacob.

Dan Jacob previously worked as Financial Consultant at Fidelity Investments. Dan Jacob holds Bba, Finance And Ops Mgmt from University Of Massachusetts Amherst.

Company email context

Email format at Beaumont Financial Partners

This section adds company-level context without repeating Dan Jacob's masked contact details.

{first_initial}{last}@bfpartners.com
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AeroLeads found 2 current-domain work email signals for Dan Jacob. Compare company email patterns before reaching out.

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Profile bio

About Dan Jacob

Dan Jacob is a Relationship and Private Client Portfolio Manager at Beaumont Financial Partners. He possess expertise in mutual funds, investments, wealth management, series 7, portfolio management and 7 more skills.

Listed skills include Mutual Funds, Investments, Wealth Management, Series 7, and 8 others.

Current workplace

Dan Jacob's current company

Company context helps verify the profile and gives searchers a useful next step.

Beaumont Financial Partners
Beaumont Financial Partners
Relationship and Private Client Portfolio Manager
needham, massachusetts, united states
Website
bfpartners.com
Employees
20
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2 roles

Dan Jacob work experience

A career timeline built from the work history available for this profile.

Team & coworkers

Colleagues at Beaumont Financial Partners

Other employees you can reach at bfpartners.com. View company contacts for 20 employees →

RD Robert Depascale, Jd, Msf Robert Depascale, Jd, Msf Colleague at Beaumont Financial PartnersNeedham, Massachusetts, United States, United States View → ES Ellen Sprinsky, Cpa Ellen Sprinsky, Cpa Colleague at Beaumont Financial PartnersGreater Boston, United States View → AE Amy Emkey Amy Emkey Colleague at Beaumont Financial PartnersWatertown, Massachusetts, United States, United States View → SH Sue Hynes Sue Hynes Colleague at Beaumont Financial PartnersNorwell, Massachusetts, United States, United States View → FB Forbes Barber, Cfp® Forbes Barber, Cfp® Colleague at Beaumont Financial PartnersWellesley Hills, Massachusetts, United States, United States View → LF Lawrence Fiore Lawrence Fiore Colleague at Beaumont Financial PartnersNeedham Heights, Massachusetts, United States, United States View → NC Nichelle Carrier Nichelle Carrier Colleague at Beaumont Financial PartnersNeedham, Massachusetts, United States, United States View → DG Daniel Garron, Cfp®, Chfc® Daniel Garron, Cfp®, Chfc® Colleague at Beaumont Financial PartnersBoston, Massachusetts, United States, United States View → JV James Vineburgh James Vineburgh Colleague at Beaumont Financial PartnersEssex, Connecticut, United States, United States View → KS Kathe Stathos Kathe Stathos Colleague at Beaumont Financial PartnersGreater Boston, United States View →
2 education records

Dan Jacob education

FAQ

Frequently asked questions about Dan Jacob

Quick answers generated from the profile data available on this page.

What company does Dan Jacob work for?

Dan Jacob works for Beaumont Financial Partners.

What is Dan Jacob's role at Beaumont Financial Partners?

Dan Jacob is listed as Relationship and Private Client Portfolio Manager at Beaumont Financial Partners.

What is Dan Jacob's email address?

AeroLeads has found 2 work email signals at @bfpartners.com for Dan Jacob at Beaumont Financial Partners.

What is Dan Jacob's phone number?

AeroLeads has found 1 phone signal(s) with area code 781 for Dan Jacob at Beaumont Financial Partners.

Where is Dan Jacob based?

Dan Jacob is based in Needham Heights, Massachusetts, United States while working with Beaumont Financial Partners.

What companies has Dan Jacob worked for?

Dan Jacob has worked for Beaumont Financial Partners and Fidelity Investments.

Who are Dan Jacob's colleagues at Beaumont Financial Partners?

Dan Jacob's colleagues at Beaumont Financial Partners include Robert Depascale, Jd, Msf, Ellen Sprinsky, Cpa, Amy Emkey, Sue Hynes, and Forbes Barber, Cfp®.

How can I contact Dan Jacob?

You can use AeroLeads to view verified contact signals for Dan Jacob at Beaumont Financial Partners, including work email, phone, and LinkedIn data when available.

What schools did Dan Jacob attend?

Dan Jacob holds Bba, Finance And Ops Mgmt from University Of Massachusetts Amherst.

What skills is Dan Jacob known for?

Dan Jacob is listed with skills including Mutual Funds, Investments, Wealth Management, Series 7, Portfolio Management, Equities, Asset Management, and Alternative Investments.

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