Jacob Winters Email & Phone Number
Associate, Strategic Accounts and Client Service @ Tortoise Capital
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Jacob Winters Location
- Kansas City, MO, US
Jacob Winters Work
- Associate, Strategic Accounts and Client Service @ (May 2025 - Present)
- Vice President, Investor Relations @ (April 2024 - May 2025)
- Vice President, Service Operations @ (July 2021 - April 2024)
- Senior Operations Analyst @ (June 2019 - June 2021)
- Investment Operations Specialist @ (February 2017 - June 2019)
- Operations Team Manager, Income @ (May 2013 - January 2017)
- Senior Operations Associate, Security Settlements @ (March 2013 - April 2013)
- Operations Associate, Security Settlements @ (December 2011 - February 2013)
- Mutual Fund and Securities Representative @ (October 2009 - December 2011)
Jacob Winters Education
- The University of Kansas
Bachelor of Science (B.S.) (Finance)
2007-2011
Jacob Winters Skills
- 1940 Act
- ADRs
- Account Reconciliation
- Acupay
- Bloomberg
- CLS
- CitiDirect
- Collateral Management
- Credit Default Swap (CDS)
- Custody
- Customer Service
- DTC
- ESP
- FX Connect
- Finance
- Fixed Income
- Fund Launch
- Funding
- G/L Reconciliations
- GTSS
- Global Plus
- GlobeTax
- Interest Rate Swaps
- International Tax
- KYC
- Leadership
- Mainframe
- Management
- Market Opening
- Market Requirements Documents
- Markitwire
- Microsoft Exchange
- Microsoft Office
- Outlook
- Process Improvement
- Project Management
- Securities
- Separately Managed Accounts
- Swaps
- Team Leadership
- Teamwork
- Time Management
- Transaction Processing
- SWIFT payments
- Credit Default Swap
Jacob Winters Summary
- Jacob Winters, based in Kansas City, MO, US, is currently a Associate, Strategic Accounts and Client Service at Tortoise Capital. Jacob Winters brings experience from previous roles at Tortoise Capital and American Century Investments. Jacob Winters holds a 2007 - 2011 Bachelor of Science (B.S.) in Finance @ The University of Kansas. With a robust skill set that includes 1940 Act, ADRs, Account Reconciliation, Acupay, Bloomberg and more. Jacob Winters has 3 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Jacob Winters?
Find contact details for 700 million professionals.
Others Named Jacob Winters
Jay Winters
Chief Technology Officer
New York, NY, US
Jacob Winters
Associate, Strategic Accounts and Client Service
Kansas City, MO, US
Jacob Winters
Supplier Quality Engineer Sr
Marietta, GA, US
Jacob Winters
Financial Advisor
Crosslake, MN, US
Jacob Winters
Senior FPGA Systems Engineer
Raleigh, NC, US
Jacob Winters
Software Engineer
Boise, ID, US
Jake Winters
Vice President | Loss Control
St. Louis, MO, US
Jacob Winters
Loan Consultant
Austin, TX, US
Jacob Winters
Business Development Executive
Greenville, SC, US
Top Tortoise Capital Employees
Tom Florence
Chairman and Chief Executive Officer
Edwards, CO, US
Brett Wright
President
Philadelphia, PA, US
Jacob Ford
Regional Vice President
Lee's Summit, MO, US
Carter Sims
SVP, Financial Institutions Group
Denver, CO, US
Mark Marifian
Head of Product
St. Louis, MO, US
Jeffrey Kruske
Chief Operating Officer
Leawood, KS, US
David Santacroce
Head of Trading
Kansas City, MO, US
James Mick
Managing Director and Senior Portfolio Manager
Leawood, KS, US
Lisa Rebel
Vice President, Office Manager
Leawood, KS, US
Mary Meacham
Chief People Officer
Liberty, MO, US
Jake Robertson
Director, Strategic Accounts and Financial Institutions Group
Lee's Summit, MO, US
Sean Wickliffe
Vice President of Financial Operations
Kansas City, MO, US
Jack Stephenson
Controller
Overland Park, KS, US
Eva Lipner
Sr. VP, Marketing
Overland Park, KS, US
Piotr Wianecki
Director and Investment Analyst
St. Louis, MO, US
Craig Fisher
Director - RVP Midwest
Leawood, KS, US
Joseph Paonessa
Chief Financial Officer
Denver, CO, US
Matthew Sallee
Head of Listed Infrastructure
Kansas City, MO, US
Jennifer Black
Senior Vice President Operations
Kansas City, MO, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co