Jake Castro Email & Phone Number
Independent Market and Investment Research Analyst @ Self-Directed Trader/Analyst
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Jake Castro Location
- Lake Oswego, OR, US
Jake Castro Work
- Independent Market and Investment Research Analyst @ (June 2020 - Present)
- Investment Specialist @ (July 2025 - August 2026)
- Project Coordinator @ Convergint Technologies (December 2023 - November 2024)
- Service Coordinator @ Convergint Technologies (October 2022 - November 2023)
- Lead Parts Sales and Service Coordinator @ ICC NW (January 2019 - May 2020)
- Project Coordinator @ (June 2017 - September 2017)
- Marketing Intern @ Blount International, Inc. (June 2016 - September 2016)
- Pool Maintenance Technician @ (June 2013 - September 2015)
- Caddy and Internal Services @ (June 2010 - September 2012)
- Front Office Supervisor and Service @ Fundamental Golf and Learning Center (June 2010 - August 2011)
Jake Castro Education
- George Fox University
Master of Business Administration (Business Analytics)
2024-2026 - Oregon State University
Bachelor of Science (Entrepreneurship/Entrepreneurial Studies)
2014-2018
Jake Castro Skills
- Adaptable
- Administration
- Analysis of business problems/needs
- Analytical Skills
- Budgeting & Financial Tracking
- Business Analytics
- Business Innovation
- Business Strategy & Leadership
- Capable
- Communication
- Competitive Spirit
- Creative Problem Solving
- Creative Writing
- Critical Thinking
- Customer & Vendor Relations
- Customer Relationship Management (CRM)
- Customer Service
- Customer Service & Problem-Solving
- D365
- Data Management & Compliance
- Direct Sales
- Effective Communicator
- Finance
- Financial Advisory
- Financial Consulting & Investment Strategy
- Financial Consulting & Wealth Growth
- Financial Goals
- Financial Management
- Financial Modeling & Data Analytics
- Financial Services
- Flexible
- Hard Worker
- High Innate Drive
- Inspiring Leadership
- Interpersonal Relationships
- Interpersonal Skills
- Investment Management
- Investment Strategy & Market Research
- Investment Strategy & Portfolio Optimization
- Investments
- Kaizen
- Kaizen Leadership
- Leadership
- Lean Six Sigma
- Macroeconomic & Fundamental Analysis
- Macroeconomic Analysis & Business Strategy
- Market Research & Analysis
- Market Research & Economic Analysis
- Market Research & Technical Analysis
- Market Research & Trading Strategy
- Marketing
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Mission Oriented
- Multiple Project Coordination
- Office Administration
- Operational Logistics & Resource Planning
- Operations & Process Improvement
- Operations & Project Coordination
- Organization Skills
- Parts Procurement & Inventory Management
- Portfolio & Risk Management
- Portfolio Management
- Problem Solving
- Process Improvement & Efficiency Optimization
- Process Improvement & Workflow Optimization
- Project & Operations Management
- Project Control
- Project Coordination
- Project Delivery
- Public Speaking
- Relationship Development
- Reliable
- Respectful
- Risk Management & Compliance
- Risk Management & Decision Science
- Risk Management & Trade Execution
- Sales
- Sales & Marketing
- Sales Processes
- Self Motivated
- Service Coordination & Logistics
- Service Coordination & Scheduling
- Smartsheet
- Stakeholder & Vendor Management
- Supporting Others
- Team Building
- Team Leadership
- Team Motivation
- Team Player
- Teamwork
- Technical & Macroeconomic Analysis
- Technical Analysis
- Tenacious
- Tenacious Work Ethic
- Time Management
- Time-efficient
- Trading
- Vendor & Supplier Relations
Jake Castro Summary
- Jake Castro, based in Lake Oswego, OR, US, is currently a Independent Market and Investment Research Analyst at Self-Directed Trader/Analyst. Jake Castro brings experience from previous roles at Wealthbridge Advisors, a private wealth advisory practice of Ameriprise Financia, Convergint Technologies and ICC NW. Jake Castro holds a 2024 - 2026 Master of Business Administration in Business Analytics @ George Fox University. With a robust skill set that includes Adaptable, Administration, Analysis of business problems/needs, Analytical Skills, Budgeting & Financial Tracking and more.
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