Jake C Spencer is a skilled expert, who works in Charles Schwab main office of which is in 1096. on the position of High Net Worth Specialist from 2020. Jake C Spencer has earned professional experience in more than seven positions at different companies. Jake C Spencer went to the Texas Tech University and received education from 2014 to 2018. Jake C Spencer has the following professional qualifications: Series 7, Series 63, and Investment Adviser. Austin, Texas is the area, where this professional was known to be settled. The person's email address and phone number can be accessed through this website on demand.
Name variants:
Jacob Spencer
Last updated May 23, 2024
Contact Information
Workplace
High Net Worth Specialist
San Francisco, CA
Industry
Financial Services, Security Broker/Dealer
Colleagues
Work History
Public Relations Director
262 Danny Thomas Pl, Memphis, TN 38105
Managed all publicity on campus and in the community to promote all aspects of St. Jude Up Till Dawn in a creative way. -Coordinated goals with my team to raise over $115,000 for the childre...
Apr 2017 — Mar 2018
Law Firm Clerk
9816 Slide Rd SUITE 201, Lubbock, TX 79424
Managed client meetings and phone calls:
Maintained and Organized legal records accurately.
Prepared inactive files for retirement.
Aug 2017 — Mar 2018
Research Analyst
111 Congress Ave SUITE 500, Austin, TX 78701
Tasked with multiple research projects involving client acquisition. -Created law documents and daily memos for attorneys regarding ongoing cases. -Tracked Texas Government Legislature.
Jul 2017 — Aug 2017
Chapter Vice President
310 Boulevard south, Richmond, VA 23220
Planned and executed a Field Day Philanthropy event which holds the record for the largest donation to the Big Brothers Big Sisters Foundation in Lubbock, Texas area.
Communicated risk pre...
Jan 2016 — Jan 2017
Vice President of Public Relations
800 Langdon St, Madison, WI 53706
Led a campus wide philanthropy event which raised over $4,000 for the Burkhart Center for Autism.
Presented financial reports to Texas Tech staff members on how money was used to benefit i...
Jan 2015 — Jan 2016
Marina Assistant
2208 Seabiscuit Cv, Spicewood, TX 78636
Developed strong interpersonal skills which helped me work with management to ensure great
customer service.
Organized and created a clean and friendly environment for all members.
May 2015 — Aug 2015
Education
2014 — 2018
Occupations
Accountant
Finance and Accounting Specialist
Executive
Public Information Officer
Accounting Bookkeeper
Bookkeeper
IT Manager
Skills
Social Media
Customer Service
Public Relations
Public Speaking
Leadership
Social Networking
Social Media Marketing
Event Planning
Financial Analysis
Investment Strategies
Marketing
Microsoft Office
Communication
Finance
Event Management
Time Management
Microsoft Excel
Microsoft Word
Powerpoint
Microsoft Powerpoint
Supply Chain Management
Trade
Oil
Oil and Gas
Financial Risk
Risk Analytics
Credit Analysis
Commodity Risk Management
Qualitative Research
Quantitative Research
Analytical Skills
Data Analysis
Economics
Financial Econometrics
Econometrics
Investment Banking
Strategic Planning
Management
Research
Team Building
Project Management
Game Theory
Microeconomics
Macroeconomics
Financial Accounting
Financial Advisory
Asset Management
Private Equity