Jacob Wells is a high-level expert, that works in Ups main office of which is in 187. on the position of Trading Room Manager from 2020. Jacob Wells has earned professional experience in more than eight positions at various companies. Jacob Wells went to the Kennesaw State University and was studying there from 2013 to 2017. Durham, North Carolina is the area, where this expert was lastly known to live. The professional's email address and phone are accessed through Connexy by request.
Name variants:
Jakob Wells,
Jaycob Wells,
Jake Wells,
Jay Wells,
Jakl Wells
Workplace
Colleagues
Work History
Associate Managing Director
Managed stocks and analysts in both the Healthcare and Industrials sectors
Implemented sector allocation goals given by the portfolio management team
Oversaw and evaluated analysts' equit...
Aug 2014 — May 2017
Mergers and Acquisitions Financial Research Analyst
117 Towne Lake Pkwy SUITE 310, Woodstock, GA 30188
Researched industries to find suitable companies for our M&A services -Worked on both buy- and sell-side accounts -Assisted Directors with creating initial contact with potential clients
Jul 2016 — Aug 2016
Financial Research Analyst Intern
1800 Parkway Pl southeast SUITE 850, Marietta, GA 30067
Extensive research of stock markets and sectors -Various reports detailing economic calendars and quarterly earnings -Option based portfolio management
Jun 2015 — Jul 2015
Assistant Manager
400 Horseblock Rd SUITE G, Farmingville, NY 11738
Co-management of daily store operations
Winner of the only two sales competitions held by the company
Exceptional customer feedback and experiences
Apr 2014 — Jul 2015
Junior and Senior Analyst
Stock analysis and equity reports/proposals
Responsible of the research necessary for upper-level management decisions
Covered stocks and market data in Healthcare and Consumer Discretion...
Aug 2014 — May 2015
Lead Car Technician
600 Corporate Park Dr St, Louis, MO
Management of exterior and interior detailing
Coordination of vehicle repairs and maintenance
Coordination of customer pickups and drop-offs
Experience with daily operations of branch co...
Jun 2013 — Nov 2014
Education
2013 — 2017
2009 — 2013
Occupations
Executive
Manager
Chief Economist
Operations Manager
Management Analysts
Skills
Financial Analysis
Equity Research
Equity Valuation
Financial Reporting
Portfolio Management
Microsoft Excel
Microsoft Word
Powerpoint
Customer Service
Social Media
FAQs about Jacob Wells
What's the profession of Jacob Wells?
This professional's job is Trading Room Manager
What are the profession of This expert?
These person's professions are Executive and Manager
Where is Jacob Wells located?
The expert is currently located in Durham, North Carolina.
Where did Jacob Wells work?
This person worked at Ups, Student Managed Investment Fund.
What education does Jacob Wells have?
Jacob studied at the Kennesaw State University from 2013 to 2017.
What languages does Jacob Wells speak?
Jacob Wells speaks Spanish.
Are there any industries, that Jacob Wells is connected to?
This professional works in Investment Banking industry.
What are professional skills of Jacob Wells?
Jacob Wells has such skills as Financial Analysis, Equity Research, Equity Valuation, Financial Reporting, Portfolio Management, Microsoft Excel, Microsoft Word, and Powerpoint.