Vice President
Current
Jan 2024 - Present
AeroLeads people directory · profile
Jake Berkowitz Email & Phone Number
Vice President
at
Fidelity Investments
1 work email found
@fidelity.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President
Location
New York, United States
Company size
Who is Jake Berkowitz? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jake Berkowitz is listed as Vice President at Fidelity Investments, a with 52767 employees, based in New York, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Jake Berkowitz.
Jake Berkowitz previously worked as Director at Fidelity Investments and Associate at Fidelity Investments. Jake Berkowitz holds Bachelor Of Business Administration (Bba), Accounting And Finance from Villanova University.
Company email context
Email format at Fidelity Investments
This section adds company-level context without repeating Jake Berkowitz's masked contact details.
{first}.{last}@fidelity.com
89% confidence
AeroLeads found 1 current-domain work email signal for Jake Berkowitz. Compare company email patterns before reaching out.
Profile bio
About Jake Berkowitz
Jake Berkowitz is a Vice President at Fidelity Investments. He possess expertise in global credit system, bloomberg, microsoft office, moody's risk analyst.
Listed skills include Global Credit System, Bloomberg, Microsoft Office, and Moody'S Risk Analyst.
Current workplace
Jake Berkowitz's current company
Company context helps verify the profile and gives searchers a useful next step.
Fidelity Investments
6 roles
Jake Berkowitz work experience
A career timeline built from the work history available for this profile.
Director
Jan 2023 - Mar 2024
Associate
Jun 2015 - Mar 2024
Bar Back
The Grog
Mar 2014 - May 2015
Credit Risk Intern
o Supported credit risk function within Fidelity Capital Markets in assessing creditworthiness of existing institutional trading counterparts. Updated and reviewed financial statements of counterparties in Risk Analyst to determine internal risk rating as part of the credit decision making process. Escalated counterparties to upper management when financial metrics fell below thresholds. o Conducted full reviews of institutional trading counterparties by analyzing market trends and financial reports to evaluate asset quality, capital position, liquidity, management and profitability. o Supported securities lending and repurchase agreement desks through communication and updates of relevant counterparties. o Created and distributed weekly reporting for Fidelity Clearing Canada detailing investments of firm cash and corresponding risk limits. o Gained exposure to multiple departments within Fidelity Capital Markets
May 2014 - Aug 2014
Warehouse Associate
Porch & Patio Casual Living
Jun 2007 - Aug 2013
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
MM
Marybeth Messmer
Colleague at Fidelity InvestmentsMorrisville, North Carolina, United States
View →
CF
Carl Falvey
Colleague at Fidelity InvestmentsProvidence, Rhode Island, United States
View →
DL
Denno Louis
Colleague at Fidelity InvestmentsProvidence County, Rhode Island, United States
View →
JB
Jeff Benson
Colleague at Fidelity InvestmentsSalt Lake City Metropolitan Area, United States
View →
AR
Abdallah Rabea
Colleague at Fidelity InvestmentsJordan
View →
ON
Onyinye Nwokorie
Colleague at Fidelity InvestmentsWashington Dc-Baltimore Area, United States
View →
LR
Lauren Richard
Colleague at Fidelity InvestmentsSmithfield, Rhode Island, United States
View →
JM
Joe Mellino
Colleague at Fidelity InvestmentsWaterford, Connecticut, United States
View →
JM
Jack Moran
Colleague at Fidelity InvestmentsGreater Boston, United States
View →
SL
Stephanie Livingstone
Colleague at Fidelity InvestmentsGreater Boston, United States
View →
Marybeth Messmer
Colleague at Fidelity InvestmentsMorrisville, North Carolina, United States
View →
CF
Carl Falvey
Colleague at Fidelity InvestmentsProvidence, Rhode Island, United States
View →
DL
Denno Louis
Colleague at Fidelity InvestmentsProvidence County, Rhode Island, United States
View →
JB
Jeff Benson
Colleague at Fidelity InvestmentsSalt Lake City Metropolitan Area, United States
View →
AR
Abdallah Rabea
Colleague at Fidelity InvestmentsJordan
View →
ON
Onyinye Nwokorie
Colleague at Fidelity InvestmentsWashington Dc-Baltimore Area, United States
View →
LR
Lauren Richard
Colleague at Fidelity InvestmentsSmithfield, Rhode Island, United States
View →
JM
Joe Mellino
Colleague at Fidelity InvestmentsWaterford, Connecticut, United States
View →
JM
Jack Moran
Colleague at Fidelity InvestmentsGreater Boston, United States
View →
SL
Stephanie Livingstone
Colleague at Fidelity InvestmentsGreater Boston, United States
View →
2 education records
Jake Berkowitz education
Bachelor Of Business Administration (Bba), Accounting And Finance
Education record
Stonington High School
FAQ
Frequently asked questions about Jake Berkowitz
Quick answers generated from the profile data available on this page.
What company does Jake Berkowitz work for?
Jake Berkowitz works for Fidelity Investments.
What is Jake Berkowitz's role at Fidelity Investments?
Jake Berkowitz is listed as Vice President at Fidelity Investments.
What is Jake Berkowitz's email address?
AeroLeads has found 1 work email signal at @fidelity.com for Jake Berkowitz at Fidelity Investments.
Where is Jake Berkowitz based?
Jake Berkowitz is based in New York, United States while working with Fidelity Investments.
What companies has Jake Berkowitz worked for?
Jake Berkowitz has worked for Fidelity Investments, The Grog, and Porch & Patio Casual Living.
Who are Jake Berkowitz's colleagues at Fidelity Investments?
Jake Berkowitz's colleagues at Fidelity Investments include Marybeth Messmer, Carl Falvey, Denno Louis, Jeff Benson, and Abdallah Rabea.
How can I contact Jake Berkowitz?
You can use AeroLeads to view verified contact signals for Jake Berkowitz at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Jake Berkowitz attend?
Jake Berkowitz holds Bachelor Of Business Administration (Bba), Accounting And Finance from Villanova University.
What skills is Jake Berkowitz known for?
Jake Berkowitz is listed with skills including Global Credit System, Bloomberg, Microsoft Office, and Moody'S Risk Analyst.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Jake Berkowitz you were looking for.
View similar profiles
