Jacob Berger Email & Phone Number
Trade Analyst @ LPL Financial
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Jacob Berger Location
- Tempe, AZ, US
Jacob Berger Work
- Trade Analyst @ (September 2024 - Present)
- Associate @ (August 2023 - February 2024)
- Analyst, Capital Management @ (January 2022 - August 2023)
- Finance Teaching Aide @ (September 2021 - December 2021)
- Mascot @ (October 2018 - December 2021)
- Business Inteligence Assistant @ (September 2020 - June 2021)
- Office Assistant @ (October 2019 - June 2020)
- Camp Carey Intern @ (February 2019 - September 2019)
- Director, Events @ (August 2021 - December 2021)
- Finance Liaison @ (September 2020 - August 2021)
- Risk Intern (Credit Risk) @ (June 2021 - August 2021)
- Director of Outreach @ (May 2020 - June 2021)
- Finance Intern @ (June 2020 - December 2020)
Jacob Berger Education
- W. P. Carey School of Business – Arizona State University
Bachelor of Science - BS (Finance)
2017-2021 - W. P. Carey School of Business – Arizona State University
Certificate (Risk Management)
2020-2021 - W. P. Carey School of Business – Arizona State University
Certificate (Applied Business Data Analytics)
2019-2020 - James Madison Preparatory School 2013-2017
Jacob Berger Skills
- Credit Risk Management
- Credit Management
- Credit Analysis
- Corporate Portfolio Management
- Equity Research Analysis
- Financial Market Research
- Financial Services
- Leadership
- Public Speaking
- Financial Analysis
- Social Media
- Banking
- Finance
- Management Accounting
- Financial Accounting
- Accounting
- Financial Modeling
- Marketing Strategy
- Valuation
- Equities
- Microsoft PowerPoint
- Microsoft Office
- Microsoft Excel
- Python (Programming Language)
- Bloomberg Terminal
- Interpersonal Skills
- Time Management
Jacob Berger Summary
- Jacob Berger, based in Tempe, AZ, US, is currently a Trade Analyst at LPL Financial. Jacob Berger brings experience from previous roles at JPMorgan Chase & Co., Santander US and Arizona State University - W. P. Carey School of Business. Jacob Berger holds a 2017 - 2021 Bachelor of Science - BS in Finance @ W. P. Carey School of Business – Arizona State University. With a robust skill set that includes Credit Risk Management, Credit Management, Credit Analysis, Corporate Portfolio Management, Equity Research Analysis and more. Jacob Berger has 3 emails and 2 mobile phone numbers on RocketReach.
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