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Jack Barrow

Jack Barrow

Followers of Jack Barrow840 followers
location of Jack BarrowNova York, Nova York, Estados Unidos

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  • Timeline

  • About me

    Relationship Manager at Merrill Lynch

  • Education

    • Columbia Business School

      2022 - 2024
      Master of Business Administration - MBA

    • Washington University in St. Louis - Olin Business School

      2011 - 2015
      Bachelor of Science in Business Administration (BSBA) Finance

      Activities and Societies: MCLA Lacrosse, Alpha Kappa Psi

  • Experience

    • Bessemer Trust

      Jul 2015 - Jun 2023

      • Vice President, Client Advisor

        Jan 2022 - Jun 2023

      • Associate Vice President, Client Advisor

        Jan 2020 - Dec 2021

      • Assistant Vice President, Associate Client Advisor

        Apr 2019 - Dec 2019

      • Assistant Vice President, Associate Client Advisor

        Jan 2018 - Apr 2019

      • Associate Client Advisor

        Jul 2015 - Dec 2017

    • Merrill Lynch

      Jan 2024 - now
      Relationship Manager

  • Licenses & Certifications

    • Series 65 - Uniform Investment Adviser Law Exam

      FINRA
      Jul 2024

    • Accredited Wealth Management Advisor

      College for Financial Planning
      Mar 2025

    • Series 63 - Uniform Securities Agent State Law Examination

      FINRA
      Jan 2021

    • Series 7 - General Securities Representative Examination

      FINRA
      Jan 2020

    • Certified Trust and Fiduciary Advisor (CTFA)

      American Bankers Association
      Jan 2018