Jacob Ford Email & Phone Number
Regional Vice President @ Tortoise Capital
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Jacob Ford Location
- Lee's Summit, MO, US
Jacob Ford Work
- Regional Vice President @ (January 2021 - Present)
- Associate Vice President, Business Development @ (January 2020 - Present)
- Consultant - Private Client Group @ (January 2015 - January 2020)
- Assistant Vice President; Financial Solutions Advisor @ (September 2013 - January 2015)
- Internal Wholesaler @ (June 2011 - July 2012)
- Internal Sales Representative @ (September 2010 - June 2011)
- Investment Consultant - Acquisitions @ (October 2008 - March 2011)
- Financial Advisor @ (January 2006 - October 2008)
Jacob Ford Education
- University of Missouri-Kansas City
Economics
Jacob Ford Skills
- Series 7
- Mutual Funds
- Series 66
- CMFC
- Series 63
- Series 6
- Alternative Investments
- Retirement Planning
- Fixed Annuities
- Investment Strategies
- Financial Advisory
- Equities
- Investments
- Fixed Income
- Investment Advisory
- Asset Managment
- 401k
- Strategic Financial Planning
- Bonds
- Asset Allocation
- Retirement
- Securities
- Portfolio Management
- Financial Services
- Investment Management
- Salesforce.com
- Sales
- Bloomberg
- Morningstar
- Morningstar Direct
- Customer Service
- Microsoft Excel
- Economics
- FINRA
- Finance
- Certified Financial Planner
- Certified Financial
- Judicial
- Attorney
- Strategic Financial
Jacob Ford Summary
- Jacob Ford, based in Lee's Summit, MO, US, is currently a Regional Vice President at Tortoise Capital. Jacob Ford brings experience from previous roles at Tortoise Capital, Merrill Edge and American Century Investments. Jacob Ford holds a Economics @ University of Missouri-Kansas City. With a robust skill set that includes Series 7, Mutual Funds, Series 66, CMFC, Series 63 and more. Jacob Ford has 2 emails and 4 mobile phone numbers on RocketReach.
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Top Tortoise Capital Employees
Tom Florence
Chairman and Chief Executive Officer
Edwards, CO, US
Brett Wright
President
Philadelphia, PA, US
Jacob Ford
Regional Vice President
Lee's Summit, MO, US
Carter Sims
SVP, Financial Institutions Group
Denver, CO, US
Mark Marifian
Head of Product
St. Louis, MO, US
Jeffrey Kruske
Chief Operating Officer
Leawood, KS, US
David Santacroce
Head of Trading
Kansas City, MO, US
James Mick
Managing Director and Senior Portfolio Manager
Leawood, KS, US
Lisa Rebel
Vice President, Office Manager
Leawood, KS, US
Mary Meacham
Chief People Officer
Liberty, MO, US
Jake Robertson
Director, Strategic Accounts and Financial Institutions Group
Lee's Summit, MO, US
Sean Wickliffe
Vice President of Financial Operations
Kansas City, MO, US
Eva Lipner
Sr. VP, Marketing
Overland Park, KS, US
Piotr Wianecki
Director and Investment Analyst
St. Louis, MO, US
Craig Fisher
Director - RVP Midwest
Leawood, KS, US
Joseph Paonessa
Chief Financial Officer
Denver, CO, US
Matthew Sallee
Head of Listed Infrastructure
Kansas City, MO, US
Jennifer Black
Senior Vice President Operations
Kansas City, MO, US
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