Richard Jakotowicz Jr

Richard Jakotowicz Jr Email and Phone Number

Director of Financial Planning: Benchmark Financial and University of Delaware @ Benchmark Financial
Richard Jakotowicz Jr's Location
Wilmington, Delaware, United States, United States
Richard Jakotowicz Jr's Contact Details

Richard Jakotowicz Jr work email

Richard Jakotowicz Jr personal email

n/a

Richard Jakotowicz Jr phone numbers

About Richard Jakotowicz Jr

Experienced financial planning and wealth management professional with a demonstrated history of success in practice and in higher education.

Richard Jakotowicz Jr's Current Company Details
Benchmark Financial

Benchmark Financial

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Director of Financial Planning: Benchmark Financial and University of Delaware
Richard Jakotowicz Jr Work Experience Details
  • Benchmark Financial
    Director Of Financial Planning
    Benchmark Financial May 2018 - Present
    Greenville, De
    Benchmark Financial is a full service financial planning firm that is independently owned and operated. Benchmark is a fiduciary to its clients which means that we put our clients interests first. We sell no products, we have no quotas. Our relationship with you and your family is unbiased and dedicated solely to your best interests.The mission at Benchmark is to help you achieve a better quality of life and to protect your wealth for current and future generations. Everything we do - from the way we work to the way we interact with you - is rooted in a few principles. We communicate clearly. We always do what's right rather than what's easy. We will care for you as if you are a member of our family.www.BenchmarkFG.com
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  • University Of Delaware
    Director Of Financial Planning & Wealth Management
    University Of Delaware Aug 2008 - Present
    The University of Delaware Financial Planning major is built on a strong foundation of experiential learning. Financial planning courses utilize the latest software to keep students at the forefront of technology, and financial planning majors have many internship opportunities to work with companies both large and independent. The five core courses in the program include: Investing, Income Tax, Insurance, Retirement Planning, and Estate Planning.The Certified Financial Planning (CFP) Board has accredited the UD financial planning program. This means that our graduates have satisfied the CFP education requirements, making them strong candidates for careers in the industry.
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  • Tiaa-Cref Financial Services
    Senior Wealth Manager
    Tiaa-Cref Financial Services Aug 2007 - Aug 2008
    Philadelphia, Pennsylvania, United States
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  • J.P. Morgan Private Bank
    Global Investment Specialist
    J.P. Morgan Private Bank Sep 1999 - Aug 2007
    View

Richard Jakotowicz Jr Skills

Portfolio Management Investments Securities Bloomberg Finance Valuation Risk Management Financial Analysis Trading Financial Modeling Economics Strategic Financial Planning Fixed Income Equities Series 7 Bloomberg Terminal Corporate Finance Analysis Data Analysis

Richard Jakotowicz Jr Education Details

Frequently Asked Questions about Richard Jakotowicz Jr

What company does Richard Jakotowicz Jr work for?

Richard Jakotowicz Jr works for Benchmark Financial

What is Richard Jakotowicz Jr's role at the current company?

Richard Jakotowicz Jr's current role is Director of Financial Planning: Benchmark Financial and University of Delaware.

What is Richard Jakotowicz Jr's email address?

Richard Jakotowicz Jr's email address is ri****@****del.edu

What is Richard Jakotowicz Jr's direct phone number?

Richard Jakotowicz Jr's direct phone number is (302)-831*****

What schools did Richard Jakotowicz Jr attend?

Richard Jakotowicz Jr attended Alfred Lerner College Of Business & Economics At University Of Delaware, University Of California, Irvine - The Paul Merage School Of Business, Widener University, Alfred Lerner College Of Business & Economics At University Of Delaware, Salesianum.

What skills is Richard Jakotowicz Jr known for?

Richard Jakotowicz Jr has skills like Portfolio Management, Investments, Securities, Bloomberg, Finance, Valuation, Risk Management, Financial Analysis, Trading, Financial Modeling, Economics, Strategic Financial Planning.

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