Jake Goldberg

Jake Goldberg

Financial Analyst Intern

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location of Jake GoldbergMiami-Fort Lauderdale Area

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  • Timeline

  • About me

    Associate | J.P. Morgan Private Bank

  • Education

    • Howell High School, Farmingdale, New Jersey

      2013 - 2017

      Activities and Societies: National Honor Society, Anytown, Men's Lacrosse Captain, Special Strides Club

    • Univesritat Ramon Llull de Barcelona - Barcelona, Spain

      2020 - 2020
      La Salle Business School Finance, General

      Activities and Societies: Money and Investments

    • IES Abroad

      2020 - 2020
      Barcelona, Spain Finance, General

      Activities and Societies: Spain's Economic Development in the EU, International Finance, Strategic Management, Spanish -Adapted to a new culture and professional environment.-Effectively communicated across cultures.-Expanded financial knowledge and understanding of the European Union.

    • Indiana University - Kelley School of Business

      2017 - 2021
      Finance, General

      Activities and Societies: Deans Scholarship, Commercial Real Estate Workshop, President of Alpha Epsilon Pi Beta Iota Chapter

  • Experience

    • UMH Properties, Inc

      Jun 2019 - Aug 2019
      Financial Analyst Intern
    • FIS

      Jun 2021 - Apr 2022
      • Financial Analyst Rotational Program - Product Finance Team

        Jan 2022 - Apr 2022
      • Financial Analyst Rotational Program - Deal Analysis Review Team

        Jun 2021 - Jan 2022
    • J.P. Morgan Private Bank

      May 2022 - now
      • Associate

        Jun 2024 - now
      • Analyst

        May 2022 - Jun 2024
  • Licenses & Certifications

    • Series 66

      FINRA
      Aug 2022
    • Level I Adventis Financial Modeling Certification (FMC®) Program

      Adventis
      Aug 2020
    • Securities Industry Essentials (SIE)

      FINRA
      Apr 2022
    • Series 7

      FINRA
      Jun 2022