Account Executive Team Leader
Current
Sep 2023 - Present
AeroLeads people directory · profile
Jacob Berrey Email & Phone Number
Account Executive Team Leader at Fisher Investments
at
Fisher Investments
1 work email found
@fisherinvestments.com
3 phones found area 617 and 248
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Account Executive Team Leader at Fisher Investments
Location
Portland, Oregon Metropolitan Area, United States
Company size
Who is Jacob Berrey? Overview
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Quick answer
Jacob Berrey is listed as Account Executive Team Leader at Fisher Investments at Fisher Investments, a company with 2996 employees, based in Portland, Oregon Metropolitan Area, United States. AeroLeads shows a work email signal at fisherinvestments.com, phone signal with area code 617, 248, and a matched LinkedIn profile for Jacob Berrey.
Jacob Berrey previously worked as Account Executive Team Leader at Fisher Investments and Investment Counselor at Fisher Investments. Jacob Berrey holds Business Administration And Management, General from Brigham Young University.
Company email context
Email format at Fisher Investments
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{first_initial}{last}@fisherinvestments.com
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AeroLeads found 1 current-domain work email signal for Jacob Berrey. Compare company email patterns before reaching out.
Profile bio
About Jacob Berrey
Jacob Berrey is a Account Executive Team Leader at Fisher Investments at Fisher Investments. He possess expertise in microsoft office, leadership, microsoft excel, salesforce.com, microsoft word and 20 more skills. He is proficient in Chinese. Colleagues describe him as "Ridiculously motivated” is the phrase that comes to mind when I think about Jacob. I have had the pleasure of working with Jacob at CDW while he represents CDWG as our BYU campus intern. Jacob immediately hit the ground running expanding our presence on campus by developing relationships with key technology stakeholders and partners. Jacob produces results and leads the pack amongst his peers. I’m particularly impressed with Jacob’s ability to quickly form meaningful relationships and articulately keep his sales account team updated on the progress he’s making. Jacob is an inspiration to those that have the opportunity to get to know him. Any sales organization would be lucky to have Jacob as part of their team. " and "I have known Jacob for six years in both social and professional contexts. He is an extremely enthusiastic, diligent, and results-oriented person who sets significant personal goals and works tireless to achieve them. He has strong leadership qualities and has served as an effective leader many times in volunteer organizations. He is a fearless and crisp communicator and I think he would do particularly well in any customer-facing role. I envision him becoming a senior technology executive some day after rapidly rising through the ranks in sales and/or marketing roles. Jacob has rock solid ethics and values and would bring honor and respect to any organization fortunate enough to have him on the team."
Listed skills include Microsoft Office, Leadership, Microsoft Excel, Salesforce.Com, and 21 others.
Current workplace
Jacob Berrey's current company
Company context helps verify the profile and gives searchers a useful next step.
Fisher Investments
11 roles
Jacob Berrey work experience
A career timeline built from the work history available for this profile.
Investment Counselor
Jun 2020 - Sep 2023
Wealthbuilder Salesperson
Jan 2019 - Jun 2020
Account Executive
Jan 2017 - Dec 2018
Director, Ecommerce And Operations
Increased eBay revenues 4xRan weekly inventory reports for senior managementTracked shipping and billing information for B2B customersTracked inventory turnover and flowMaintained cost records
Aug 2016 - Jun 2017
Account Manager
Increased account revenues by 400% by raising awareness of CDW to various departments at BYUWorked closely with BYU IT professionals by building business relationships, giving them a better understanding of CDW’s offerings, increasing CDW business, and identifying IT purchasing opportunities
Oct 2015 - Aug 2016
Data Analyst
Summarized and trended 20,000+ customer support cases for executive understanding and analysis.Key contributor in development of product enhancements and modifications by analyzing customer support cases through Salesforce.com, Google Docs, and Microsoft Excel.
Sep 2014 - Oct 2015
Customer Support Representative
Consistently managed more cases than any other of the 50+ customer support representatives by providing Tier 1 support for customers.Key driver in maintaining thousands of business-to-business relationships by understanding and solving customer support cases. Averaged faster response times than any other employee through Salesforce.com and JIRA.
Jun 2011 - Sep 2014
Project Manager
Increased revenues by $70,000 by overseeing quality control, shipment, and order placement for thousands of international products going to over thirty countries around the world. Managed marketing materials including t-shirts, water bottles, cinch sacks, and sweatbands for The Color Run.Increased brand awareness for Glory Sports by 200% by directing an.
May 2015 - Aug 2015
Easy Tech Associate
Increased rewards membership by 1,000+ customers. Performed cashier duties including handling cash, checks, and credit card transactions, counting cash, closing drawers, and maintaining a clean environment.Promoted to the position of EasyTech Associate. Accounted for $24,000 in sales as a part-time employee by selling technical equipment, service plans.
Jul 2010 - Jun 2011
Administrative Assistant
Assisted in administrative tasks, helping the center to run smoothly.Pulled textbooks for students and teachers to use and then put them away after use.
Jun 2010 - Aug 2010
Team & coworkers
Colleagues at Fisher Investments
Other employees you can reach at fisherinvestments.com. View company contacts for 2996 employees →
TB
Ty Boggs
Colleague at Fisher Investments
Dallas, Texas, United States, United States
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ER
Erik Rush
Colleague at Fisher Investments
Vancouver, Washington, United States, United States
View →
TS
Tyler Schroeder, Mba, Crpc®
Colleague at Fisher Investments
Plano, Texas, United States, United States
View →
JK
Jonathan Kwasny
Colleague at Fisher Investments
Tampa, Florida, United States, United States
View →
DM
David Minniear Iii
Colleague at Fisher Investments
Tampa, Florida, United States, United States
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CW
Christopher Williard
Colleague at Fisher Investments
United States, United States
View →
DD
David Davenport
Colleague at Fisher Investments
United States, United States
View →
SH
Sean Huang
Colleague at Fisher Investments
Tampa, Florida, United States, United States
View →
DC
Dane Carlsen
Colleague at Fisher Investments
Vancouver, Washington, United States, United States
View →
RH
Rachel Heathman
Colleague at Fisher Investments
Vancouver, Washington, United States, United States
View →
Ty Boggs
Colleague at Fisher Investments
Dallas, Texas, United States, United States
View →
ER
Erik Rush
Colleague at Fisher Investments
Vancouver, Washington, United States, United States
View →
TS
Tyler Schroeder, Mba, Crpc®
Colleague at Fisher Investments
Plano, Texas, United States, United States
View →
JK
Jonathan Kwasny
Colleague at Fisher Investments
Tampa, Florida, United States, United States
View →
DM
David Minniear Iii
Colleague at Fisher Investments
Tampa, Florida, United States, United States
View →
CW
Christopher Williard
Colleague at Fisher Investments
United States, United States
View →
DD
David Davenport
Colleague at Fisher Investments
United States, United States
View →
SH
Sean Huang
Colleague at Fisher Investments
Tampa, Florida, United States, United States
View →
DC
Dane Carlsen
Colleague at Fisher Investments
Vancouver, Washington, United States, United States
View →
RH
Rachel Heathman
Colleague at Fisher Investments
Vancouver, Washington, United States, United States
View →
1 education record
Jacob Berrey education
FAQ
Frequently asked questions about Jacob Berrey
Quick answers generated from the profile data available on this page.
What company does Jacob Berrey work for?
Jacob Berrey works for Fisher Investments.
What is Jacob Berrey's role at Fisher Investments?
Jacob Berrey is listed as Account Executive Team Leader at Fisher Investments at Fisher Investments.
What is Jacob Berrey's email address?
AeroLeads has found 1 work email signal at @fisherinvestments.com for Jacob Berrey at Fisher Investments.
What is Jacob Berrey's phone number?
AeroLeads has found 3 phone signal(s) with area code 617, 248 for Jacob Berrey at Fisher Investments.
Where is Jacob Berrey based?
Jacob Berrey is based in Portland, Oregon Metropolitan Area, United States while working with Fisher Investments.
What companies has Jacob Berrey worked for?
Jacob Berrey has worked for Fisher Investments, Mission Belt, Cdw, Brightcove, and Innovasia, Inc..
Who are Jacob Berrey's colleagues at Fisher Investments?
Jacob Berrey's colleagues at Fisher Investments include Ty Boggs, Erik Rush, Tyler Schroeder, Mba, Crpc®, Jonathan Kwasny, and David Minniear Iii.
How can I contact Jacob Berrey?
You can use AeroLeads to view verified contact signals for Jacob Berrey at Fisher Investments, including work email, phone, and LinkedIn data when available.
What schools did Jacob Berrey attend?
Jacob Berrey holds Business Administration And Management, General from Brigham Young University.
What skills is Jacob Berrey known for?
Jacob Berrey is listed with skills including Microsoft Office, Leadership, Microsoft Excel, Salesforce.Com, Microsoft Word, Powerpoint, Sales, and Customer Service.
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