LPL Financial
Jake Harvey is a finance professional currently serving as Assistant Vice President at Brookwood Financial Partners, LLC since September 2021. Prior experience includes roles as Business Development Consultant at Boston Harbor Wealth Advisors, Internal Sales Consultant at Beaumont Capital Management, and Investment Consultant with Natixis Investment Managers. Additionally, Jake held the position of Inbound Sales Specialist and completed an internship focused on Hedge Fund Risk Management at International Fund Services. Academic credentials include a degree from Colgate University, with prior education at The Taft School and Duxbury High School.
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