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Jake Klarman Email & Phone Number

Wealth Coordinator at Gatewood Wealth Solutions
Location: East Hampton, New York, United States 7 work roles 2 schools
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Current company
Role
Wealth Coordinator
Location
East Hampton, New York, United States
Company size

Who is Jake Klarman? Overview

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Quick answer

Jake Klarman is listed as Wealth Coordinator at Gatewood Wealth Solutions, a company with 81 employees, based in East Hampton, New York, United States. AeroLeads shows a matched LinkedIn profile for Jake Klarman.

Jake Klarman previously worked as Alumni volunteer at Virtual Enterprises International, Inc. and President at Pi Kappa Phi Fraternity. Jake Klarman holds Master Of Business Administration - Mba, Finance, General from Stony Brook University.

Company email context

Email format at Gatewood Wealth Solutions

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Gatewood Wealth Solutions

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Profile bio

About Jake Klarman

Stony Brook University class of 2023Business management with a Finance specialization MBA in Finance from Stony Brook University expected in May of 2024

Current workplace

Jake Klarman's current company

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Gatewood Wealth Solutions
Gatewood Wealth Solutions
Wealth Coordinator
East Hampton, NY, US
Employees
81
AeroLeads page
7 roles

Jake Klarman work experience

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Vice President

United States

  • Directed and supervised the year-round recruitment efforts of the chapter; analyzed the efficacy of core recruitment strategies; planned marketing and fundraising events; lead meetings with the university head of Greek.
  • Effectively screened and interviewed over 200 possible candidates which resulted in 25 members being initiated as brothers under my duration.
  • Maintain reports and records as directed by the National Headquarters. Guide brothers in engaging and positively influencing Stony Brook and larger communities.
Oct 2021 - Dec 2022

Client Services Coordinator

Eh Concierge

East Hampton, New York, United States

  • Engaged intimately with a discerning roster of esteemed clientele and service providers, ensuring the meticulous fulfillment of their needs.
  • Responsible for arranging an array of services for clients and the adept administration of their property portfolios.
  • Leveraged my acumen in finance I maintained the financial records of the company.
  • Refined my interpersonal finesse, diligently cultivating a robust network on behalf of, and in partnership with our valued clientele.
May 2023 - Aug 2023

Private Equity Analyst

Jan 2023 - May 2023

Summer Camp Unit Leader

East Hampton, New York, United States

  • Planned and directed off-campus field trips, transportation, and safety precautions; engaged children; guided behavior by modeling, validating, and de-escalating.
  • Utilized lifeguard certification to work one on one with special needs children to teach and improve their swimming skills.
  • Founding member of the Leaders & Lemonade entrepreneurship program (2015) dedicated to fundraising to support teen programs: attended workshops presented by business leaders and employed skills learned therefrom to.
Jun 2016 - Aug 2022
Team & coworkers

Colleagues at Gatewood Wealth Solutions

Other employees you can reach at veinternational.org. View company contacts for 81 employees →

2 education records

Jake Klarman education

FAQ

Frequently asked questions about Jake Klarman

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What company does Jake Klarman work for?

Jake Klarman works for Gatewood Wealth Solutions.

What is Jake Klarman's role at Gatewood Wealth Solutions?

Jake Klarman is listed as Wealth Coordinator at Gatewood Wealth Solutions.

Where is Jake Klarman based?

Jake Klarman is based in East Hampton, New York, United States while working with Gatewood Wealth Solutions.

What companies has Jake Klarman worked for?

Jake Klarman has worked for Gatewood Wealth Solutions, Virtual Enterprises International, Inc., Pi Kappa Phi Fraternity, Eh Concierge, and Igotham.

Who are Jake Klarman's colleagues at Gatewood Wealth Solutions?

Jake Klarman's colleagues at Gatewood Wealth Solutions include Maha B. Kazmi, Kaylee Smith, Vidhi Shah, Plan You Ny, and Rochelle Stanfill.

How can I contact Jake Klarman?

You can use AeroLeads to view verified contact signals for Jake Klarman at Gatewood Wealth Solutions, including work email, phone, and LinkedIn data when available.

What schools did Jake Klarman attend?

Jake Klarman holds Master Of Business Administration - Mba, Finance, General from Stony Brook University.

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