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Dana Jacobs is a Managing Director, Private Wealth Advisor at Morgan Stanley Private Wealth Management at Morgan Stanley Private Wealth Management. They possess expertise in wealth management.
Morgan Stanley Private Wealth Management
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Managing Director, Private Wealth Advisor, Nmls# 1418890, Cdi#0796268Morgan Stanley Private Wealth Management Jun 2015 - Present©2023 Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html NMLS#1418890 CDI#0796268
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Managing DirectorBarclays May 2010 - Jun 2015
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Western U.S. Regional Head, Private Bank - Managing DirectorHsbc Apr 2005 - May 2010
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DirectorCredit Suisse 2000 - 2005
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DirectorDonaldson, Lufkin & Jenrette Apr 1995 - Feb 2000
Dana Jacobs Skills
Dana Jacobs Education Details
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Ucla Anderson School Of ManagementFinance -
University Of California, Santa BarbaraB.A.
Frequently Asked Questions about Dana Jacobs
What company does Dana Jacobs work for?
Dana Jacobs works for Morgan Stanley Private Wealth Management
What is Dana Jacobs's role at the current company?
Dana Jacobs's current role is Managing Director, Private Wealth Advisor at Morgan Stanley Private Wealth Management.
What is Dana Jacobs's email address?
Dana Jacobs's email address is da****@****ays.com
What is Dana Jacobs's direct phone number?
Dana Jacobs's direct phone number is +131046*****
What schools did Dana Jacobs attend?
Dana Jacobs attended Ucla Anderson School Of Management, University Of California, Santa Barbara.
What skills is Dana Jacobs known for?
Dana Jacobs has skills like Wealth Management.
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