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Jake Curtis Location
Charlotte, NC, US
Jake Curtis Work
Director @ (September 2025 - Present)
Investment Banking Vice President @ (December 2023 - September 2025)
Investment Banking Associate @ (February 2022 - December 2023)
Co-Founder @ (March 2020 - Present)
Investment Banking Senior Analyst @ (February 2021 - February 2022)
Investment Banking Analyst @ (May 2020 - February 2021)
Investment Banking Intern @ (September 2019 - May 2020)
Retirement Plan Investments Summer Analyst @ (June 2019 - August 2019)
Advancement Intern @ (January 2019 - June 2019)
M and A Intern @ Yaras Group (May 2018 - October 2018)
Investment Research Intern @ (June 2017 - August 2017)
Jake Curtis Education
UNC Charlotte Belk College of Business
Bachelor’s Degree (Finance, General)
2016-2020
Cardinal Gibbons High School
High School Diploma
2012-2016
Jake Curtis Skills
Leadership
Public Speaking
Mergers & Acquisitions (M&A)
Investment Banking
Financial Modeling
Finance
Research
Data Analysis
Microsoft PowerPoint
Microsoft Excel
Microsoft Office
Microsoft Word
Communication
Team Leadership
Coaching
Teamwork
Fundraising
Team Building
Company Valuation
Jake Curtis Summary
Jake Curtis, based in Charlotte, NC, US, is currently a Director at Bourne Partners. Jake Curtis brings experience from previous roles at Bourne Partners, LIKE Ventures and Crosstree. Jake Curtis holds a 2016 - 2020 Bachelor’s Degree in Finance, General @ UNC Charlotte Belk College of Business. With a robust skill set that includes Leadership, Public Speaking, Mergers & Acquisitions (M&A), Investment Banking, Financial Modeling and more. Jake Curtis has 2 emails and 1 mobile phone numbers on RocketReach.
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