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Jacob Goodstein Email & Phone Number
Senior Client Service Associate
at
Wealth Enhancement
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Client Service Associate
Location
Philadelphia, Pennsylvania, United States
Who is Jacob Goodstein? Overview
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Quick answer
Jacob Goodstein is listed as Senior Client Service Associate at Wealth Enhancement, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Jacob Goodstein.
Jacob Goodstein previously worked as High Net Worth Service Associate at Fidelity Investments and Wealth Management Service Specialist I at Fidelity Investments. Jacob Goodstein holds Bachelor Of Arts - Ba, Communication And Media Studies from University Of Delaware.
Company email context
Email format at Wealth Enhancement
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Wealth Enhancement
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Profile bio
About Jacob Goodstein
Jacob Goodstein is a Senior Client Service Associate at Wealth Enhancement. He is proficient in French.
Current workplace
Jacob Goodstein's current company
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7 roles
Jacob Goodstein work experience
A career timeline built from the work history available for this profile.
High Net Worth Service Associate
Wealth Management Service Specialist I
Current
May 2024 - Present
High Net Worth Service Associate
Mar 2023 - May 2024
Client Relationship Associate
Jul 2022 - Feb 2023
Bartender
- Utilizes expert knowledge of products and mixing to provide recommendations to customers based on their preferences.
- Maintains exceptional customer service by focusing on guests and answering questions while providing service in a timely and effective manner.
- Showcased outstanding interpersonal skills by engaging with customers in light-hearted conversation to promote positive company-client relations.
Aug 2021 - Jul 2022
Marketing Intern
Master Players Concert Series
- Designs eye-catching mass emails and engaging social media posts for Facebook and Instagram to promote upcoming events for artists, leading to an increase in sales for each event.
- Creates dynamic and modern graphics for social media posts with proficiency in Canva and Adobe Design.
- Showcased strong creative thinking skills by presenting innovative ideas to create additional engagement and increase followers on social media in marketing campaigns.
- Collaborates with team members and the director to analyze the target audiences for each event and prioritize marketing strategies to exceed the established goal.
- Achieved significant professional development in the marketing industry by actively participating in trainings and workshops to gain diverse experience.
Feb 2022 - May 2022
2 education records
Jacob Goodstein education
Bachelor Of Arts - Ba, Communication And Media Studies
University Of Delaware
High School Diploma
South Brunswick High School
FAQ
Frequently asked questions about Jacob Goodstein
Quick answers generated from the profile data available on this page.
What company does Jacob Goodstein work for?
Jacob Goodstein works for Wealth Enhancement.
What is Jacob Goodstein's role at Wealth Enhancement?
Jacob Goodstein is listed as Senior Client Service Associate at Wealth Enhancement.
Where is Jacob Goodstein based?
Jacob Goodstein is based in Philadelphia, Pennsylvania, United States while working with Wealth Enhancement.
What companies has Jacob Goodstein worked for?
Jacob Goodstein has worked for Wealth Enhancement, Fidelity Investments, Vanguard, Blue Crab Grill, and Master Players Concert Series.
How can I contact Jacob Goodstein?
You can use AeroLeads to view verified contact signals for Jacob Goodstein at Wealth Enhancement, including work email, phone, and LinkedIn data when available.
What schools did Jacob Goodstein attend?
Jacob Goodstein holds Bachelor Of Arts - Ba, Communication And Media Studies from University Of Delaware.
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