Jacob Brett

Jacob Brett

Senior Vice President of Advisory Services at Focused Wealth Management / Registered Investment Advisor | Highland, New York, United States

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Work Experience

Focused Wealth Management / Registered Investment Advisor

Senior Vice President of Advisory Services

2019-07-01 — Present

Focused Wealth Management / Registered Investment Advisor

Vice President of Wealth Management

2011-06-01 — 2019-06-01

Pitney Bowes

Strategic Business Analyst

2008-02-01 — 2011-05-01

Skills

financial planning investing market analysis 401k 403b retirment planning wealth accumulation trusts asset protection wealth transfer

Languages

English