Jeff Novak is currently the Investor Relations Manager at EquityBee. Prior to this, they worked as a Wealth Management Associate at Morgan Stanley from January 2020 to May 2022. Before that, they were a Client Associate at First Republic Private Wealth Management from January 2019 to June 2019. Jeff started their career as a Client Associate at Merrill Lynch in July 2017 and worked there until January 2019.
Jeff Novak has a BS in Finance from San Jose State University. Jeff also has certification from FINRA in the General Securities Representative Examination Series 7 and the Uniform Combined State Law Examination Series 66.
Sign up to view 0 direct reports
Get started