Investment Banking Analyst @ (July 2018 - August 2020)
Wealth Strategy Associate @ (July 2017 - July 2018)
Financial Advisor @ (February 2015 - June 2017)
Jacob McDonald Education
University of Cincinnati Carl H. Lindner College of Business
Bachelor of Business Administration (B.B.A.) (Marketing and Entrepreneurship)
2009-2014
Jacob McDonald Skills
Asset Allocation
Consulting
Data Analysis
Data Analytics
Equity Research
Finance
Financial Advisory
Financial Analysis
Financial Modeling
Financial Services
Fixed Income Analysis
Forecasting
Investments
Leadership
Microsoft Excel
Microsoft Office
Microsoft Word
Money Management
Portfolio Management
Securities
Spanish
Strategic Financial Planning
Wealth Management
Jacob McDonald Summary
Jacob McDonald, based in Cincinnati, OH, US, is currently a Investment Banking Associate at RBC Capital Markets. Jacob McDonald brings experience from previous roles at RBC Capital Markets, UBS and Merrill Lynch. Jacob McDonald holds a 2009 - 2014 Bachelor of Business Administration (B.B.A.) in Marketing and Entrepreneurship @ University of Cincinnati Carl H. Lindner College of Business. With a robust skill set that includes Asset Allocation, Consulting, Data Analysis, Data Analytics, Equity Research and more. Jacob McDonald has 1 emails and 2 mobile phone numbers on RocketReach.
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