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Jacob Berkowitz Email & Phone Number
Investment Operations Associate
at
T. Rowe Price
1 work email found
@morganstanley.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Operations Associate
Location
Baltimore, Maryland, United States
Who is Jacob Berkowitz? Overview
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Quick answer
Jacob Berkowitz is listed as Investment Operations Associate at T. Rowe Price, based in Baltimore, Maryland, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Jacob Berkowitz.
Jacob Berkowitz previously worked as Investor Relations Analyst at Viridis Fund Solutions and Operations Associate at Morgan Stanley. Jacob Berkowitz holds Bachelor Of Science - Bs, Finance Major from Towson University.
Company email context
Email format at T. Rowe Price
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{first}.{last}@morganstanley.com
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AeroLeads found 1 current-domain work email signal for Jacob Berkowitz. Compare company email patterns before reaching out.
Profile bio
About Jacob Berkowitz
I graduated from Towson University in May 2020, where I received a degree in Business Administration with a concentration in Finance. During my undergrad, I held several internships in the financial industry where I grew professionally and personally. Currently, I am apart of the Mortgage Servicing and Funding team at Morgan Stanley. Our main function involves sending out funds for private mortgages on-time, and smoothly. Other responsibilities include servicing, collateral management, and back-end accounting to keep our accounts whole.
Listed skills include Time Management, Leadership, Microsoft Excel, Teamwork, and 6 others.
Current workplace
Jacob Berkowitz's current company
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8 roles
Jacob Berkowitz work experience
A career timeline built from the work history available for this profile.
Investor Relations Analyst
Current
Feb 2024 - Present
Operations Associate
During my tenure at Morgan Stanley, I contributed my skills to two different departments. Initially, I played a vital role in the Wealth Management Residential Support team, overseeing funding, servicing, and collateral management for all loans under Morgan Stanley Private Bank, National Association. My focus extended to collateral document precision.
Aug 2020 - Feb 2024
Account Manager Intern
During my time as an Account Manager, I made outbound calls to potential buyers to get them started on their refinance process.
Jan 2020 - Jul 2020
Intern
Jun 2019 - Jan 2020
Intern
I pre-qualify clients by looking at their bank statements, income, taxes, credit scores and other financials. Rates that are used are based off the housing and stock markets; I am constantly assessing those markets to help adjust certain rates.
Jun 2018 - Jan 2019
Head Cashier
Homeplate Caterting & Food Services
I am responsible for up to 16 tills in a night, where I open and close the registers to begin the shift and end it. When closing registers I use ledgers and charts to keep track of each till's end balance.
Apr 2014 - Aug 2018
Cashier
Bjk Entertainment
I was responsible for ticket & concession sales as well as maintaining the theaters.
Aug 2015 - Feb 2018
1 education record
Jacob Berkowitz education
FAQ
Frequently asked questions about Jacob Berkowitz
Quick answers generated from the profile data available on this page.
What company does Jacob Berkowitz work for?
Jacob Berkowitz works for T. Rowe Price.
What is Jacob Berkowitz's role at T. Rowe Price?
Jacob Berkowitz is listed as Investment Operations Associate at T. Rowe Price.
What is Jacob Berkowitz's email address?
AeroLeads has found 1 work email signal at @morganstanley.com for Jacob Berkowitz at T. Rowe Price.
Where is Jacob Berkowitz based?
Jacob Berkowitz is based in Baltimore, Maryland, United States while working with T. Rowe Price.
What companies has Jacob Berkowitz worked for?
Jacob Berkowitz has worked for T. Rowe Price, Viridis Fund Solutions, Morgan Stanley, Lower, and Axa Advisors, Llc.
How can I contact Jacob Berkowitz?
You can use AeroLeads to view verified contact signals for Jacob Berkowitz at T. Rowe Price, including work email, phone, and LinkedIn data when available.
What schools did Jacob Berkowitz attend?
Jacob Berkowitz holds Bachelor Of Science - Bs, Finance Major from Towson University.
What skills is Jacob Berkowitz known for?
Jacob Berkowitz is listed with skills including Time Management, Leadership, Microsoft Excel, Teamwork, Social Media, Finance, Microsoft Word, and Microsoft Powerpoint.
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