Jacob Schwartzstein
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Jacob Schwartzstein Email & Phone Number

Operations Analyst at BC Partners at Morgan Stanley
Location: New York City Metropolitan Area, United States 6 work roles 2 schools
1 work email found @wellsfargo.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email j****@wellsfargo.com
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Current company
Morgan Stanley
Role
Operations Analyst at BC Partners
Location
New York City Metropolitan Area, United States
Company size
94640 employees

Who is Jacob Schwartzstein? Overview

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Quick answer

Jacob Schwartzstein is listed as Operations Analyst at BC Partners at Morgan Stanley, a with 94640 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at wellsfargo.com and a matched LinkedIn profile for Jacob Schwartzstein.

Jacob Schwartzstein previously worked as Operations Analyst at Bc Partners and Data Operations Consultant at Point72. Jacob Schwartzstein holds Bachelor Of Science - Bs, Finance, 3.70/4.0 from Penn State University.

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Email format at Morgan Stanley

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{first}.{last}@wellsfargo.com
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Profile bio

About Jacob Schwartzstein

Jacob Schwartzstein is a Operations Analyst at BC Partners at Morgan Stanley.

Current workplace

Jacob Schwartzstein's current company

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Morgan Stanley
Morgan Stanley
Operations Analyst at BC Partners
New York, New York, United States
Website
morganstanley.com
Employees
94640
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6 roles

Jacob Schwartzstein work experience

A career timeline built from the work history available for this profile.

Operations Analyst

Current
Bc Partners

New York, New York, United States

Jul 2024 - Present

Data Operations Consultant

Point72

Stamford, Connecticut, United States

● Conducted data validation and reconciliation processes in Excel to ensure accuracy and consistency of information● Developed and applied a systematic numbering system to categorize data entries to facilitate cross-referencing● Collaborated with cross-functional teams to communicate findings and resolve data discrepancies● Leveraged data analysis skills to identify patterns and trends, providing insights for process improvement initiatives● Adhered to established data governance policies and procedures, ensuring compliance with regulatory requirements

Jul 2023 - Dec 2023

Consumer Lending Intern

Wells Fargo

San Jose, California, United States

● 1 of 37 national interns selected to work for the Wells Fargo Consumer Lending Internship Program● Developed strategies to assist mortgage consultants close more loans and increase efficiency of the sales process● Collaborated with leaders to build a successful Sales Lab for the team to strengthen skills during a difficult economy● Proficient in CORE Mortgage Origination System and utilization of marketing tools and resources● Participated in a speaker series focused on improving professional development and key trends in financial markets

Jun 2022 - Aug 2022

Lifeguard

The Patterson Club

Fairfield, Connecticut, United States

●Trained and certified by Red Cross of America to perform emergency medical services specific to lifeguarding including CPR●Responsible for cleaning and maintaining the pool, ensuring safety of swimmers, and observing all pool activities●Conducted and practiced life-saving drills with other lifeguards to sharpen and maintain rescue skills

Jun 2017 - Aug 2021

Legal Intern

Lewis Brisbois

New York, New York, United States

●Surveyed and took relevant pictures of accident scenes for attorneys to strategically use in depositions, mediations, and trials●Attended court hearings and trials, and prepared indexed notebooks for use by attorneys on issues that were to be litigated●Prepared memorandums for attorneys regarding pertinent details of legal investigations and summaries of medical records●Observed and participated in mediations to assist attorneys and gain experience

Jun 2015 - Aug 2019
Team & coworkers

Colleagues at Morgan Stanley

Other employees you can reach at morganstanley.com. View company contacts for 94640 employees →

SN Shannon Nichols Shannon Nichols Colleague at Morgan StanleyGreater St. Louis, United States View → JP Jillian Pleakis Jillian Pleakis Colleague at Morgan StanleyBuffalo-Niagara Falls Area, United States View → GN Grijesh Nair Grijesh Nair Colleague at Morgan StanleyMumbai, Maharashtra, India View → IW Iain Wilson Iain Wilson Colleague at Morgan StanleyBrentwood, England, United Kingdom View → MJ Matthew Jacobs Matthew Jacobs Colleague at Morgan StanleyGreater Sydney Area, Australia View → BJ Bob Jones Bob Jones Colleague at Morgan StanleyBrooklyn, New York, United States View → RD Rosemarie Dejean-Fontaine, Mba, Mnm Rosemarie Dejean-Fontaine, Mba, Mnm Colleague at Morgan StanleyAtlanta Metropolitan Area, United States View → HG Heidi Gregory Heidi Gregory Colleague at Morgan StanleyAvon, Connecticut, United States View → BH Boris Horvat Boris Horvat Colleague at Morgan StanleyHungary View → JZ James Zich James Zich Colleague at Morgan StanleyGreensboro--Winston-Salem--High Point Area, United States View →
2 education records

Jacob Schwartzstein education

Bachelor Of Science - Bs, Finance, 3.70/4.0

Penn State University

Activities and Societies: Alpha Tau Omega, THON, PSIADean's List 7/8 semesters

Education record

Fairfield Ludlowe High School

Activities and Societies: Varsity Baseball team, Class of 2019 Treasurer, Future Business Leaders of America

FAQ

Frequently asked questions about Jacob Schwartzstein

Quick answers generated from the profile data available on this page.

What company does Jacob Schwartzstein work for?

Jacob Schwartzstein works for Morgan Stanley.

What is Jacob Schwartzstein's role at Morgan Stanley?

Jacob Schwartzstein is listed as Operations Analyst at BC Partners at Morgan Stanley.

What is Jacob Schwartzstein's email address?

AeroLeads has found 1 work email signal at @wellsfargo.com for Jacob Schwartzstein at Morgan Stanley.

Where is Jacob Schwartzstein based?

Jacob Schwartzstein is based in New York City Metropolitan Area, United States while working with Morgan Stanley.

What companies has Jacob Schwartzstein worked for?

Jacob Schwartzstein has worked for Morgan Stanley, Bc Partners, Point72, Wells Fargo, and The Patterson Club.

Who are Jacob Schwartzstein's colleagues at Morgan Stanley?

Jacob Schwartzstein's colleagues at Morgan Stanley include Shannon Nichols, Jillian Pleakis, Grijesh Nair, Iain Wilson, and Matthew Jacobs.

How can I contact Jacob Schwartzstein?

You can use AeroLeads to view verified contact signals for Jacob Schwartzstein at Morgan Stanley, including work email, phone, and LinkedIn data when available.

What schools did Jacob Schwartzstein attend?

Jacob Schwartzstein holds Bachelor Of Science - Bs, Finance, 3.70/4.0 from Penn State University.

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