Jacob Lepard Email & Phone Number
Portfolio Analyst @ Modus Advisors
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Jacob Lepard Location
- Saint Paul, MN, US
Jacob Lepard Work
- Portfolio Analyst @ (May 2025 - Present)
- Senior Financial Analyst @ (November 2024 - May 2025)
- Financial Analyst @ (April 2023 - November 2024)
- Portfolio Analyst @ (May 2022 - April 2023)
Jacob Lepard Education
- UMN Carlson School of Management
Master of Science - MS (Finance, General)
2021-2022 - Concordia College
Bachelor of Arts - BA (Mathematical Finance, Minor in Data Analytics)
2017-2021
Jacob Lepard Skills
- Asset Management
- Financial Analysis
- SQL
- Toad Data Modeler
- R (Programming Language)
- Microsoft PowerPoint
- Financial Modeling
- Market Research
- Finance
- Mathematics
- Data Analysis
- Microsoft Excel
- Python (Programming Language)
- MATLAB
Jacob Lepard Summary
- Jacob Lepard, based in Saint Paul, MN, US, is currently a Portfolio Analyst at Modus Advisors. Jacob Lepard brings experience from previous roles at Dorsey & Whitney LLP and Huntington Private Bank. Jacob Lepard holds a 2021 - 2022 Master of Science - MS in Finance, General @ UMN Carlson School of Management. With a robust skill set that includes Asset Management, Financial Analysis, SQL, Toad Data Modeler, R (Programming Language) and more. Jacob Lepard has 2 emails and 1 mobile phone numbers on RocketReach.
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