Oppenheimer Holdings
Jacob Moss, MBA is a skilled professional with a strong background in finance, consulting, and business administration. Jacob has experience working in various roles such as Financial Advisor, Management Consultant, Business Services Administrator, and Director of Investments. Jacob has a diverse educational background with degrees in Psychology, Management Consulting, International Business, and an MBA from The Wharton School. Their expertise lies in portfolio management, financial planning, market analysis, and strategic consulting.
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Oppenheimer Holdings
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Oppenheimer Holdings is an investment bank and full-service investment firm offering investment banking, financial advisory services, capital markets services, asset management, wealth management, and related products and services worldwide.