Jack Benjamin Email & Phone Number
@nuveen.com
3 phones found area 914
LinkedIn matched
Who is Jack Benjamin? Overview
A concise factual answer block for searchers comparing this professional profile.
Jack Benjamin is listed as Director of Marketing And Business Development at Third Point LLC, a with 147 employees, based in Los Angeles, California, United States. AeroLeads shows a work email signal at nuveen.com, phone signal with area code 914, and a matched LinkedIn profile for Jack Benjamin.
Jack Benjamin previously worked as Director of Capital Markets at Revitate and Director- Capital Markets, West/East Coast Region at Revitate. Jack Benjamin holds Finance, International Business from W. P. Carey School Of Business – Arizona State University.
Email format at Third Point LLC
This section adds company-level context without repeating Jack Benjamin's masked contact details.
AeroLeads found 1 current-domain work email signal for Jack Benjamin. Compare company email patterns before reaching out.
About Jack Benjamin
Experienced External Wholesaler with a demonstrated history of working in the financial services industry. Skilled in Business Planning, Analytical Skills, Sales, and Customer Relationship Management (CRM). Strong consulting professional with a Bachelor of Science (B.S.) focused in Finance from Arizona State University.
Listed skills include Powerpoint, Microsoft Excel, Microsoft Office, Financial Analysis, and 18 others.
Jack Benjamin's current company
Company context helps verify the profile and gives searchers a useful next step.
Jack Benjamin work experience
A career timeline built from the work history available for this profile.
Director Of Capital Markets
Director- Capital Markets, West/East Coast Region
Capital Raise for: Real Estate (Multifamily, OZ Investments), PE Sports Ownership, Consumer Growth PE.
Vp, Advisor Consultant |Private Wealth & Ria Advisory| Los Angeles/South Bay/Santa Barbara
Vp, Advisor Consultant | Private Wealth & Ria Advisory | Orange County/San Diego
Avp, Advisor Consultant- Nv, Or, Wa, Ut
Avp, Internal Advisor Consultant- Los Angeles/Beverly Hills/Orange County/San Diego
Internal Advisor Consultant- Los Angeles/Beverly Hills/Orange County/San Diego
As an Internal Advisor Consultant, I support my clients on growing their client and wealth management business, while incorporating the various products Nuveen offers within their clients' portfolios. Sales Territory: Los Angeles, Beverly Hills, Orange County, San DiegoWirehouse Channel (Merrill Lynch, Morgan Stanley, RBC, Citi PWM, UBS, & Wells Fargo Advisors)
Brokerage Associate
•Assist clients by analyzing and discussing overall asset mix and appropriate investments. •Responsible for bringing in new assets under management through consultative sales approach.•Maintain a broad knowledge of the securities industry, including the ability to discuss the different types of equity orders (market, limit, stop, etc.) and the characteristics of trade execution (bid/ask, spread, and size/volume)•Execute trades involving a variety of investment vehicles Stocks, ETF’s and options.•On the job teaching and mentoring of new employees.
Client Relationship Associate
•Assist clients with non-retirement, retirement, and small business investment accounts•Lead investment discussions, assist with problem resolution, answer complex inquires and assist clients with all of their investment needs•Provide the highest level of service possible to clients while maintaining the company’s low cost objective•Responsible for meeting departmental goals for efficiency and asset lead generation.•Assess products suitability for Vanguard client investments, while clearly articulating key features and limitations to affirm clients' financial goals are obtained.
Finance Undergraduate
Financial Analyst And Performance Intern
Worked with Senior Leadership on tracking performance within all the company's business lines.Created various macros, spreadsheets to help expedite monthly reporting to various departments within the agency.Developed dynamic business plan that will help senior leadership increase sales agents, increase women in management and increase sales to women.
Assistant To Senior Vice President Of Wealth Management
-Analyzed various companies for investments and attended investment presentation and meetings on behalf of manager.
Colleagues at Third Point LLC
Other employees you can reach at thirdpoint.com. View company contacts for 147 employees →
Michael Maguire
Colleague at Third Point LlcNew York City Metropolitan Area, United States
View →
ML
Matthew Luxenberg
Colleague at Third Point LlcNew York, United States
View →
SM
Sunil Mehta
Colleague at Third Point LlcUnited States
View →
SL
Scott Leslie
Colleague at Third Point LlcLos Angeles Metropolitan Area, United States
View →
AR
Ali Roginson
Colleague at Third Point LlcNew York, United States
View →
HR
Harry Rios
Colleague at Third Point LlcBrooklyn, New York, United States
View →
MM
Matthew Morton
Colleague at Third Point LlcLos Angeles, California, United States
View →
DH
Derick Holt
Colleague at Third Point LlcBrooklyn, New York, United States
View →
MC
Michael Cameron
Colleague at Third Point LlcLos Angeles, California, United States
View →
NF
Nick Frattaroli
Colleague at Third Point LlcNew York, United States
View →
Jack Benjamin education
Finance, International Business
Bachelor Of Science (B.S.), Finance
Frequently asked questions about Jack Benjamin
Quick answers generated from the profile data available on this page.
What company does Jack Benjamin work for?
Jack Benjamin works for Third Point LLC.
What is Jack Benjamin's role at Third Point LLC?
Jack Benjamin is listed as Director of Marketing And Business Development at Third Point LLC.
What is Jack Benjamin's email address?
AeroLeads has found 1 work email signal at @nuveen.com for Jack Benjamin at Third Point LLC.
What is Jack Benjamin's phone number?
AeroLeads has found 3 phone signal(s) with area code 914 for Jack Benjamin at Third Point LLC.
Where is Jack Benjamin based?
Jack Benjamin is based in Los Angeles, California, United States while working with Third Point LLC.
What companies has Jack Benjamin worked for?
Jack Benjamin has worked for Third Point Llc, Revitate, Nuveen, A Tiaa Company, Vanguard, and Arizona State University.
Who are Jack Benjamin's colleagues at Third Point LLC?
Jack Benjamin's colleagues at Third Point LLC include Michael Maguire, Matthew Luxenberg, Sunil Mehta, Scott Leslie, and Ali Roginson.
How can I contact Jack Benjamin?
You can use AeroLeads to view verified contact signals for Jack Benjamin at Third Point LLC, including work email, phone, and LinkedIn data when available.
What schools did Jack Benjamin attend?
Jack Benjamin holds Finance, International Business from W. P. Carey School Of Business – Arizona State University.
What skills is Jack Benjamin known for?
Jack Benjamin is listed with skills including Powerpoint, Microsoft Excel, Microsoft Office, Financial Analysis, Data Analysis, Research, Financial Modeling, and Public Speaking.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial