Jake A Crooks is a high-level expert, working in First Republic Bank main office of which is in 1096. as a Investor Relations Manager since 2019. Jake A Crooks has earned professional experience in more than eight positions at different companies. Jake A Crooks went to the Lafayette College and got education from 2008 to 2012. Jake has such professional qualifications as Finra Series 7 and Cfa Level Ii Candidate. Uptown, New Jersey is the city, where this expert was known to be living. Their email address and phone can be accessed through SoftwareOfficial by request.
Name variants:
Jacob Crooks
Last updated May 22, 2024
Contact Information
Last Update
Jul 7, 2022
Email
ja**@standardandpoors.com, cr**@gmail.com
Location
Uptown, NJ
Company
Workplace
Colleagues
Work History
Debt Capital Markets Investment Assistant
901 east Byrd St, Richmond, VA 23219
Fixed Income Sales - working with Municipal Bonds, Corporate Bonds, Treasuries, Agency Bonds, CD's, and Structured Products
Assisting in the development of portfolio strategy
Work with tr...
Apr 2014 — Mar 2015
Client Service Associate
270 Park Ave, New York, NY 10010
Primary point of contact for all service related needs of High Net Worth clients
Responsible for establishing, maintaining and building client relationships
Cross selling products to help...
Jan 2013 — Apr 2014
Stock and Bond Broker
New York
Specialized in Fixed-Income Assets
Recommending Fixed-Income Assets recommended to potential clients
Learning about the effect on derivatives through M&A
Analyzed and calculated returns ...
Jun 2012 — Sep 2012
Intern
1767 Sentry Pkwy west SUITE 200, Blue Bell, PA 19422
Learned and applied knowledge of financial tools for various clients
Consolidating client contact information with Access
Attending client based financial planning meeting
Learned about ...
Jun 2011 — Aug 2011
Laborer
Employee for this private contractor restoring, maintaining and building railroads.
Jun 2009 — Aug 2009
Crew Member
Pennsylvania
Crew member providing exterior landscaping and interior refurbishing of schools within district.
Jun 2008 — Aug 2008
Education
2008 — 2012
Occupations
Investor
Executive
Manager
Accountant
Finance and Accounting Specialist
Supporting Member
Operations Manager
Accounting Bookkeeper
Bookkeeper
Team Member
Skills
Microsoft Office
Excel
Fixed Income
Equities
Investments
Asset Managment
Financial Markets
Securities
Financial Analysis
Financial Modeling
Portfolio Management
Economics
Bonds
Series 7
Series 63
Wealth Management
Capital Markets
Investment Management
Finance
Strategic Financial Planning
Bloomberg
Bloomberg Terminal
Banking
Finra
Derivatives
Management
Microsoft Excel