Jake Castro Email & Phone Number
Investment Specialist @ Wealthbridge Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC
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Jake Castro Location
- Lake Oswego, OR, US
Jake Castro Work
- 2025 -now Investment Specialist @
- 2024 -2025 Independent Financial and Market Analyst @ Self-employed
- 2023 -2024 Project Coordinator @ Convergint Technologies
- 2022 -2023 Service Coordinator @ Convergint Technologies
- 2020 -2022 Independent Global Markets and Technical Trading Analyst @ Self-employed
- 2019 -2020 Leads Parts and Service Coordinator @ ICC NW
- 2017 -2017 Project Coordinator @
- 2016 -2016 Marketing Intern @ Blount International, Inc.
- 2013 -2015 Pool Maintenance Technician @
- 2010 -2012 Caddy and Internal Services @
- 2010 -2011 Front Office Supervisor and Service @ Fundamental Golf and Learning Center
Jake Castro Education
- George Fox University
Master of Business Administration - MBA (Business Analytics)
2024-2026 - Oregon State University
Bachelor's of Science (Business Administration & Entrepreneurship)
2014-2018
Jake Castro Summary
- Jake Castro, based in Lake Oswego, OR, US, is currently a Investment Specialist at Wealthbridge Advisors, a private wealth advisory practice of Ameriprise Financia. Jake Castro brings experience from previous roles at Self-employed and Convergint Technologies. Jake Castro holds a 2024 - 2026 Master of Business Administration - MBA in Business Analytics @ George Fox University.
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Top Wealthbridge Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC Employees
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Financial Planning Specialist
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David Lehman
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Lake Oswego, OR, US
Catherine Hampton
Operations Specialist
Salem, OR, US
Joseph Williams
Chief Investment Officer
Lake Oswego, OR, US
Jake Castro
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Taylor Shirley
Financial Planning Specialist
Lake Oswego, OR, US
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