Jacob Taylor

Senior Equity Success Manager (account Executive) at EquityBee

Jake Taylor possesses extensive experience in equity success management and financial advisory roles. Currently serving as a Senior Equity Success Manager at Equitybee since May 2022, Jake previously held the position of Financial Advisor at Morgan Stanley from May 2020 to May 2022. Earlier in the career, Jake worked at Charles Schwab from July 2017 to November 2019, where roles included Financial Consultant Partner and Specialist for High Net Worth clients. Jake holds a Bachelor of Arts degree in Economics from the University of Arizona.

Location

Encinitas, United States

Links

Previous companies


Org chart

No direct reports

Teams


Offices

This person is not in any offices


EquityBee

3 followers

EquityBee helps startup employees get the money they need to exercise their stock options before they expire.


Industries

Employees

51-200

Links