Jacob Montazeri

Current

• Financial Advisor at Merrill Lynch

Past

• Portfolio Manager at American Financial Network
• Internship at ACI Capital

Education

• California State University-Northridge

Connections

3 connections

Industry

Financial Services

Jacob Montazeri’s Summary

Seasoned Financial Advisor with extensive experience in wealth management. Target markets include Retirees and Small/Mid Business. Looking to develop relationships with established CPA's, Estate Attorney's, and Insurance professionals.

Jacob Montazeri’s Specialties:

Concentrated Stock Strategies, Managed Accounts, Retirement Planning, Tax Planning

Jacob Montazeri’s Experience

• Financial Advisor

  Merrill Lynch

  (Public Company; 10,001 or more employees; MER; Financial Services industry)

  October 2007 — Present (1 year)

• Portfolio Manager

  American Financial Network

  (Privately Held; 11-50 employees; Financial Services industry)

  October 2000 — October 2007 (7 years 1 month)

• Internship

  ACI Capital

  (Privately Held; 11-50 employees; Financial Services industry)

  January 1998 — August 1998 (8 months)

Jacob Montazeri’s Education

• California State University-Northridge

  1998 — 2000

Jacob Montazeri’s Contact Settings

Interested In:

• career opportunities
• job inquiries
• expertise requests
• business deals
• reference requests
• getting back in touch