Jacob Robertson Email & Phone Number
General Manager @ WicPack
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Jacob Robertson Location
- Oklahoma City, OK, US
Jacob Robertson Work
- General Manager @ (January 2022 - Present)
- Financial Advisor @ Legacy Financial Advisors LLC (November 2016 - March 2019)
- Financial Advisor @ summit wealth solutions (May 2015 - October 2016)
- Assistant Trader @ Charles Reeder (October 2006 - April 2015)
- Office Manager @ CBOR llc (October 2006 - April 2015)
- trading floor clerk @ cadent financial services LLC (July 2005 - October 2006)
- Back Office Employee @ cadent financial services LLC (July 2005 - October 2006)
Jacob Robertson Education
- University of Colorado Boulder
Bachelor's Degree (Economics)
2001-2005 - University of Colorado Boulder
minor (Philosophy)
2001-2005
Jacob Robertson Skills
- Leadership
- Financial Strategy
- Electronic Trading
- PowerPoint
- Customer Relations
- Accounting
- Commodity Markets
- Fundamental Analysis
- Account Management
- Managed Futures
- Sales
- Precious Metals
- Energy Industry
- Derivatives
- Investments
- US Treasuries
- Foreign Exchange
- Equities
- Futures Trading
- Microsoft Office
- Microsoft Excel
- Legal Compliance
- Options Strategies
- Customer Service
- Contract Negotiation
- Technical Support
- Project Planning
- Management
- Project Management
- Due Diligence
- Trading Systems
- Trading
- Trade Compliance
- Research
- Tax Advantaged Investment Strategies
Jacob Robertson Summary
- Jacob Robertson, based in Oklahoma City, OK, US, is currently a General Manager at WicPack. Jacob Robertson brings experience from previous roles at Legacy Financial Advisors LLC, summit wealth solutions, Charles Reeder and CBOR llc. Jacob Robertson holds a 2001 - 2005 Bachelor's Degree in Economics @ University of Colorado Boulder. With a robust skill set that includes Leadership, Financial Strategy, Electronic Trading, PowerPoint, Customer Relations and more. Jacob Robertson has 1 emails and 1 mobile phone numbers on RocketReach.
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