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Garrett Jackson Location
Newport Beach, CA, US
Garrett Jackson Work
Manager of Analytics @ (April 2024 - Present)
Senior Investment Analyst Lead @ (July 2023 - January 2024)
Senior Investment Analyst @ (June 2022 - June 2023)
Investment Analyst @ (October 2019 - May 2022)
Investment Analyst Intern @ (July 2019 - September 2019)
Garrett Jackson Education
California State University, Chico
Bachelor of Science - BS (Finance, General)
2015-2019
Dana Hills High School 2011-2015
Garrett Jackson Skills
Asset Allocation
Copilot Cowork
Customer Service
Family Office Consulting
Institutional Client Relationships
Investment Management
Investment Presentations
Leadership
Management
Microsoft Excel
Microsoft PowerPoint
Morningstar Direct
Portfolio Analysis
Private Markets
RFP Generation
direct indexing
Garrett Jackson Summary
Garrett Jackson, based in Newport Beach, CA, US, is currently a Manager of Analytics at Canterbury Consulting. Garrett Jackson brings experience from previous roles at Canterbury Consulting. Garrett Jackson holds a 2015 - 2019 Bachelor of Science - BS in Finance, General @ California State University, Chico. With a robust skill set that includes Asset Allocation, Copilot Cowork, Customer Service, Family Office Consulting, Institutional Client Relationships and more. Garrett Jackson has 2 emails and 1 mobile phone numbers on RocketReach.
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