Financial Advisor
Current
Nov 2022 - Present
AeroLeads people directory · profile
Jeremy Stack, Cfp® Email & Phone Number
Financial Advisor
at
Greenspring Advisors
1 work email found
@greenspringadvisors.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor
Location
New York City Metropolitan Area, United States
Who is Jeremy Stack, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jeremy Stack, Cfp® is listed as Financial Advisor at Greenspring Advisors, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at greenspringadvisors.com and a matched LinkedIn profile for Jeremy Stack, Cfp®.
Jeremy Stack, Cfp® previously worked as Associate Financial Advisor at Rabadeau Wealth Group and Financial Planning Associate at Kubhera Enterprises Llc. Jeremy Stack, Cfp® holds Bachelor'S Degree, Business from Penn State University.
Company email context
Email format at Greenspring Advisors
This section adds company-level context without repeating Jeremy Stack, Cfp®'s masked contact details.
*@greenspringadvisors.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jeremy Stack, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Jeremy Stack, Cfp®
Jeremy Stack, Cfp® is a Financial Advisor at Greenspring Advisors. He possess expertise in sales management, client services, group presentations, salesforce.com, account management and 6 more skills.
Listed skills include Sales Management, Client Services, Group Presentations, Salesforce.Com, and 7 others.
Current workplace
Jeremy Stack, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
9 roles
Jeremy Stack, Cfp® work experience
A career timeline built from the work history available for this profile.
Associate Financial Advisor
Creating and implementing financial plans to empower individuals, families and business owners to make thoughtful decisions and allow them to achieve their goals.
Jan 2022 - Nov 2022
Financial Planning Associate
Kubhera Enterprises Llc
Helping individuals, families and business owners identify and achieve their most important goals and priorities through holistic and dynamic financial planning.
Mar 2021 - Jan 2022
Financial Advisor Assistant
Oct 2018 - May 2019
Sales Executive
Inside Sales representative responsible for selling ZocDoc's platform services to doctors
Mar 2013 - Sep 2013
Advertising Manager
Inside Sales representative responsible for delivering digital advertising solutions to small and medium sized businesses
Jan 2012 - Mar 2013
Account Executive
Oct 2010 - Dec 2011
Professional Recruiter
Apr 2009 - Jul 2010
Frontline Sales Professional
Apr 2008 - Oct 2008
2 education records
Jeremy Stack, Cfp® education
Bachelor'S Degree, Business
Penn State University
Certified Financial Planning Certificate, Financial Planning And Services
Fairleigh Dickinson University
FAQ
Frequently asked questions about Jeremy Stack, Cfp®
Quick answers generated from the profile data available on this page.
What company does Jeremy Stack, Cfp® work for?
Jeremy Stack, Cfp® works for Greenspring Advisors.
What is Jeremy Stack, Cfp®'s role at Greenspring Advisors?
Jeremy Stack, Cfp® is listed as Financial Advisor at Greenspring Advisors.
What is Jeremy Stack, Cfp®'s email address?
AeroLeads has found 1 work email signal at @greenspringadvisors.com for Jeremy Stack, Cfp® at Greenspring Advisors.
Where is Jeremy Stack, Cfp® based?
Jeremy Stack, Cfp® is based in New York City Metropolitan Area, United States while working with Greenspring Advisors.
What companies has Jeremy Stack, Cfp® worked for?
Jeremy Stack, Cfp® has worked for Greenspring Advisors, Rabadeau Wealth Group, Kubhera Enterprises Llc, Private Advisor Group, and Zocdoc.
How can I contact Jeremy Stack, Cfp®?
You can use AeroLeads to view verified contact signals for Jeremy Stack, Cfp® at Greenspring Advisors, including work email, phone, and LinkedIn data when available.
What schools did Jeremy Stack, Cfp® attend?
Jeremy Stack, Cfp® holds Bachelor'S Degree, Business from Penn State University.
What skills is Jeremy Stack, Cfp® known for?
Jeremy Stack, Cfp® is listed with skills including Sales Management, Client Services, Group Presentations, Salesforce.Com, Account Management, Social Media, Digital Marketing, and Online Advertising.
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