Jacob Rothman Email & Phone Number
Portfolio Manager @ Rothman Investment Management LLC
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Jacob Rothman Location
- Atascadero, CA, US
Jacob Rothman Work
- Portfolio Manager @ (January 2015 - Present)
- Equity Analyst @ (November 2012 - March 2014)
- Equity Analyst @ Mayo Capital Partners (September 2005 - October 2012)
- Summer Intern @ (January 2004 - January 2004)
- Chief Financial Officer @ Albany Area Primary Health Care, Inc. (June 1999 - June 2003)
Jacob Rothman Education
- Oklahoma State University 2027
- University of Virginia Darden School of Business
MBA (Finance)
2003-2005 - California Polytechnic State University-San Luis Obispo
Bacherlor of Science (Business Administration)
1996-1997 - California Polytechnic State University-San Luis Obispo 1996-1997
Jacob Rothman Skills
- Valuation
- Science
- Business Analysis
- Project Management
- Investment Management
- Investment Strategies
- Research
- SAN
- Equity Research
- Investments
- Leadership
- Portfolio Management
- Equities
- Asset Managment
- Fixed Income
- Finance
- Financial Analysis
- Alternative Investments
- Sales
- iPhone
- Public Speaking
- Asset Allocation
- Mutual Funds
- Asset Management
- Management
- Equity Valuation
Jacob Rothman Summary
- Jacob Rothman, based in Atascadero, CA, US, is currently a Portfolio Manager at Rothman Investment Management, LLC. Jacob Rothman brings experience from previous roles at Madison Investment Advisors, Mayo Capital Partners, GLG (Gerson Lehrman Group) and Albany Area Primary Health Care, Inc.. Jacob Rothman holds a Oklahoma State University. With a robust skill set that includes Valuation, Science, Business Analysis, Project Management, Investment Management and more. Jacob Rothman has 2 emails and 2 mobile phone numbers on RocketReach.
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