Jacob Barone

Jacob Barone Email and Phone Number

Financial Advisor @ Merrill Lynch Wealth Management
San Jose, CA, US
Jacob Barone's Location
San Jose, California, United States, United States
Jacob Barone's Contact Details

Jacob Barone work email

Jacob Barone personal email

n/a
About Jacob Barone

Jacob Barone is a Financial Advisor at Merrill Lynch Wealth Management.

Jacob Barone's Current Company Details
Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

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Financial Advisor
San Jose, CA, US
Website:
ml.com
Employees:
34842
Jacob Barone Work Experience Details
  • Merrill Lynch Wealth Management
    Financial Advisor
    Merrill Lynch Wealth Management
    San Jose, Ca, Us
    View
  • Merrill Lynch
    Merrill Financial Advisor
    Merrill Lynch Apr 2023 - Present
    San Jose, California, United States
    View
  • Merrill Lynch
    Registered Financial Solutions Advisor Adp Stage 1
    Merrill Lynch Apr 2022 - Apr 2023
    San Jose, California, United States
    View
  • Goldman Sachs
    Global Markets – Analyst
    Goldman Sachs Sep 2021 - Jan 2022
    • Decompose complex regulatory and operational process requirement, and propose creative, robust solutions.• Identify efficiency opportunities with respect to process flow methodology as well as enhance scalability.• Work effectively with global teams to provide exceptional real-time risk management to protect the firm and the firm's clients.• Gain an understanding of the operational process life cycle of Listed Derivatives by interacting with traders and clients, in addition to, legal, compliance, and other federation teams.
    View
  • Edwards Flooring
    Office Management
    Edwards Flooring Jan 2010 - Aug 2021
    Hollister California
    Job Responsibilities:• Updated tax documentation and preparation by developing financial models • Building relationships and working with California’s largest rental property owners in a deadline driven environment • Promoted optimum utilization of resources in the company by analyzing future contracts• Negotiated both small and large contracts of sale directly with business owners

Jacob Barone Education Details

Frequently Asked Questions about Jacob Barone

What company does Jacob Barone work for?

Jacob Barone works for Merrill Lynch Wealth Management

What is Jacob Barone's role at the current company?

Jacob Barone's current role is Financial Advisor.

What is Jacob Barone's email address?

Jacob Barone's email address is jacob.barone@ml.com

What schools did Jacob Barone attend?

Jacob Barone attended San Jose State University.

Who are Jacob Barone's colleagues?

Jacob Barone's colleagues are Peter Paxinos, Eric Nichols, Jim Murphy Jr., Shelby H., Jill Brooker, Randall Van Sickle, Cfp®, Clu®, Chfc®, Lisa Babagian-Meidl.

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