Investment Analyst
Current
Jul 2024 - Present
AeroLeads people directory · profile
Jake Repaci Email & Phone Number
Investment Analyst at Klingman and Associates, LLC
at
Klingman and Associates, LLC
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Analyst at Klingman and Associates, LLC
Location
New York City Metropolitan Area, United States
Company size
Who is Jake Repaci? Overview
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Quick answer
Jake Repaci is listed as Investment Analyst at Klingman and Associates, LLC at Klingman and Associates, LLC, a with 16 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Jake Repaci.
Jake Repaci previously worked as Investment Analyst at Klingman And Associates, Llc and Financial Advisor Intern at Klingman And Associates, Llc. Jake Repaci holds Bachelor'S Degree, Managerial Economics, Senior from Union College.
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Email format at Klingman and Associates, LLC
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Klingman and Associates, LLC
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Profile bio
About Jake Repaci
Senior student at Union College in Schenectady, NY.
Current workplace
Jake Repaci's current company
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Klingman And Associates, Llc
6 roles
Jake Repaci work experience
A career timeline built from the work history available for this profile.
Financial Advisor Intern
Sole intern at a wealth management firm focusing on high-net-worth individuals• Completed multiple projects to help organize client information, including updating semiannual statements and 401kstatements• Sat in on various phone calls and meetings focused on various areas like onboarding, insurance planning and macroinvestment committee and• Shadowed Associate and Head Advisor on certain clients and mirrored their approach to building appropriate client portfolio’s given specific client dynamics and relationship needs
Jun 2023 - Aug 2023
Restaurant Team Member
Worked as Chef as well as other roles in the Kitchen. Helped at the front counter as well handling money and providing to the customer as efficiently as possible.
Jun 2022 - Sep 2022
Retail Sales Associate
B&B Department Stores
Sales associate for the Ship Bottom.
Jun 2021 - Aug 2021
Instructor
Instructor / counselor for intensive hockey skills camp for ages 8 - 14
Jun 2019 - Aug 2019
Instructor
Rye Brook Travel Baseball
Instructor and Coach for my local baseball travel program; ages 5 - 12.
Jun 2018 - Aug 2018
Team & coworkers
Colleagues at Klingman and Associates, LLC
Other employees you can reach at klingmanandassociates.com. View company contacts for 16 employees →
MM
Michelle Mckinnon, Cfp®
Colleague at Klingman And Associates, LlcNew York City Metropolitan Area, United States
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PB
Patrice Boeckel
Colleague at Klingman And Associates, LlcNew York, United States
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PK
Penney Klingman
Colleague at Klingman And Associates, LlcUnited States
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BW
Ben Weiner
Colleague at Klingman And Associates, LlcNew York, United States
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TY
Tara Yoder
Colleague at Klingman And Associates, LlcSt Petersburg, Florida, United States
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CL
Cynthia Looser
Colleague at Klingman And Associates, LlcNew York, United States
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DD
Dan Delmoro, Cfa
Colleague at Klingman And Associates, LlcNew York, United States
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QI
Quattro I Am Prasad
Colleague at Klingman And Associates, LlcBengaluru, Karnataka, India
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CL
Craig Laub, Cfp®, Clu®
Colleague at Klingman And Associates, LlcNew York City Metropolitan Area, United States
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PS
Peter Sikorski, Cfp®
Colleague at Klingman And Associates, LlcJersey City, New Jersey, United States
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Michelle Mckinnon, Cfp®
Colleague at Klingman And Associates, LlcNew York City Metropolitan Area, United States
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PB
Patrice Boeckel
Colleague at Klingman And Associates, LlcNew York, United States
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PK
Penney Klingman
Colleague at Klingman And Associates, LlcUnited States
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BW
Ben Weiner
Colleague at Klingman And Associates, LlcNew York, United States
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TY
Tara Yoder
Colleague at Klingman And Associates, LlcSt Petersburg, Florida, United States
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CL
Cynthia Looser
Colleague at Klingman And Associates, LlcNew York, United States
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DD
Dan Delmoro, Cfa
Colleague at Klingman And Associates, LlcNew York, United States
View →
QI
Quattro I Am Prasad
Colleague at Klingman And Associates, LlcBengaluru, Karnataka, India
View →
CL
Craig Laub, Cfp®, Clu®
Colleague at Klingman And Associates, LlcNew York City Metropolitan Area, United States
View →
PS
Peter Sikorski, Cfp®
Colleague at Klingman And Associates, LlcJersey City, New Jersey, United States
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1 education record
Jake Repaci education
FAQ
Frequently asked questions about Jake Repaci
Quick answers generated from the profile data available on this page.
What company does Jake Repaci work for?
Jake Repaci works for Klingman and Associates, LLC.
What is Jake Repaci's role at Klingman and Associates, LLC?
Jake Repaci is listed as Investment Analyst at Klingman and Associates, LLC at Klingman and Associates, LLC.
Where is Jake Repaci based?
Jake Repaci is based in New York City Metropolitan Area, United States while working with Klingman and Associates, LLC.
What companies has Jake Repaci worked for?
Jake Repaci has worked for Klingman And Associates, Llc, Harvey Cedars Shellfish Co, B&B Department Stores, Erik Nates Euro Hockey, Inc., and Rye Brook Travel Baseball.
Who are Jake Repaci's colleagues at Klingman and Associates, LLC?
Jake Repaci's colleagues at Klingman and Associates, LLC include Michelle Mckinnon, Cfp®, Patrice Boeckel, Penney Klingman, Ben Weiner, and Tara Yoder.
How can I contact Jake Repaci?
You can use AeroLeads to view verified contact signals for Jake Repaci at Klingman and Associates, LLC, including work email, phone, and LinkedIn data when available.
What schools did Jake Repaci attend?
Jake Repaci holds Bachelor'S Degree, Managerial Economics, Senior from Union College.
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