Jake Brandel
Danville
Summary
Dynamic legal assistant at Ferber Law with expertise in supporting attorneys in case preparation, discovery, research, and client communication. Proficient in analyzing market indices and trends, conducting comprehensive financial research, and forecasting market performance through key macroeconomic indicators. Demonstrated discipline and teamwork skills developed as a Division 1 student-athlete, reflecting a strong commitment to excellence and collaboration. Ready to leverage a unique blend of legal acumen and financial insight to contribute effectively in a challenging environment.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Legal Assistant
Ferber Law, APC
San Ramon, CA
01.2026 - Current
- Currently working as a legal assistant to Michelle Ferber, Esq., Adam Arce, Esq., Connor Day, Esq., and Candra Jackson, Esq.
- Drafted and reviewed legal documents including contracts, pleadings, and correspondence, ensuring accuracy and compliance with court requirements
- Managed case files and maintained organized records for multiple active cases, improving workflow efficiency
- Communicated with clients, courts, and opposing counsel to coordinate filings, deadlines, and case updates
- Assisted attorneys in trial preparation, including compiling exhibits, preparing briefs, and organizing evidence
- Scheduled meetings, court appearances, and deadlines, ensuring strict adherence to timelines
- Handled confidential information with discretion while maintaining professionalism in a fast-paced legal environment
BlackRock
San Francisco, CA
01.2024 - 01.2026
- Worked in a fast paced competitive environment
- Assisted in research and analysis of investment opportunities, as well as discussing rationale for various investment decisions with financial advisors (our primary clientele)
- Supported portfolio management teams with data gathering and reporting via the Advisor Center 360 portfolio analysis tool.
- Gained exposure to equity and fixed income strategies in ETF, mutual fund, and closed end fund wrappers.
Fisher Investments
Camas, Washington
01.2023
- Participated in a high volume, and fast paced Private Client Group Sales Internship.
- Bridged the gap between client and firm, while working on the front lines. Overcame initial objections over the phone, and was able to apply psychology tactics learned in school.
- Drove new business to the firm by calling over 1,200 prospective clients, and learning about their unique situation. Also led all interns in set meetings with 58, and displayed unwavering client focus.
- Maintained operational excellence to ensure VP’s of sales had accurate information.
UC Davis Varsity Baseball Team
Davis, CA
01.2019 - 01.2022
- Established life-long relationships with teammates, coaches, parents, and faculty that enhanced onfield execution.
- Participated in 40+ hour weeks, while maintaining a full academic workload, and a 3.0+ gpa at the then #2 public university in the nation.
- Faced extreme failure thus creating a relentless, fearless, and resilient mindset.
Education
B.A. - Communications
University of California, Davis
Davis, CA01-2024
Skills
- Adaptable learner
- Time management
- Skilled in Microsoft Office tools
- Efficient data organization
Accomplishments
3rd Team California All-State high school baseball player in 2019, 2nd team North Coast Section, 1st team East Bay Athletic League selection, was ranked the 33rd best high school outfielder in California in 2019. 3 year starter on the UC Davis Division 1 men's baseball team. Led UC Davis in RBI's (runs batted in) as a Sophomore. Passed both levels I and II of the CFA program on the 1st attempt in 2024.
Certification
- CFA Level I Passed / CFA Level II Passed
- SIE, Series 66, and Series 7 designations
Timeline
Legal Assistant
Ferber Law, APC
01.2026 - Current
BlackRock
01.2024 - 01.2026
Fisher Investments
01.2023
UC Davis Varsity Baseball Team
01.2019 - 01.2022
B.A. - Communications
University of California, Davis