Alexis Jacob

Wealth Management Intern

Alexis Jacob is a motivated finance student at Baruch College, where expectations are set for a Bachelor of Business Administration in Finance, anticipated in May 2027. Current professional experience includes a Wealth Management Intern role at Simon Quick Advisors, LLC, and contributions as Treasurer and Mentorship Program Instructor for the Baruch Finance & Economics Society, where finance fundamentals are taught to mentees. Previous roles include an Accounting Intern at JMK CPA, servicing private equity clients, and a Wealth Management Intern at Equitable Advisors, where skills in client account management were developed. Additionally, Alexis worked as an Equity Research Analyst at Westlake Securities, producing comprehensive reports, and excelled as a Sales Associate at Abercrombie & Fitch Co. with recognition for outstanding sales performance. Experience also includes a position as a Guest Service Associate at European Wax Center, achieving substantial sales, and an internship at Jump Design Group, gaining exposure across various business functions.

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