Client Portfolio Analyst - Franklin Templeton Fixed Income @ (January 2024 - February 2026)
Investment Product Analyst - Fixed Income @ (February 2023 - January 2024)
Associate Consultant II @ (October 2022 - February 2023)
Associate Consultant @ (December 2021 - October 2022)
Senior Regional Associate @ (November 2021 - December 2021)
Regional Associate @ (June 2021 - November 2021)
Student Assistant Coach (Baseball) @ (October 2020 - June 2021)
Dining Room Server @ Urban Hearth (February 2020 - March 2020)
Professional Baseball Player @ (June 2018 - October 2019)
Sales Intern @ (June 2016 - September 2016)
Jacob Stevens Education
Boston College
Bachelor's degree (Management and Leadership)
2015-2021
Choate Rosemary Hall 2012-2015
Jacob Stevens Skills
Customer Service
Data Analysis
Leadership
Management
Microsoft Excel
Microsoft Office
Microsoft Word
PowerPoint
Public Speaking
Research
Social Media
Sommelier
Teamwork
Time Management
Jacob Stevens Summary
Jacob Stevens, based in Tampa, FL, US, is currently a Client Portfolio Manager at Franklin Templeton. Jacob Stevens brings experience from previous roles at Franklin Templeton and Putnam Investments. Jacob Stevens holds a 2015 - 2021 Bachelor's degree in Management and Leadership @ Boston College. With a robust skill set that includes Customer Service, Data Analysis, Leadership, Management, Microsoft Excel and more. Jacob Stevens has 1 emails and 1 mobile phone numbers on RocketReach.
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