Jake Gustafson Email & Phone Number
Investment Management Specialist, Vice President @ Merrill Lynch
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Jake Gustafson Location
- Chicago, IL, US
Jake Gustafson Work
- 2017 -now Investment Management Specialist, Vice President @
Jake Gustafson Education
- University of Wisconsin-La Crosse
Bachelor's degree (Finance)
2005-2009
Jake Gustafson Skills
- Client Relations
- Personal Financial Planning
- Investment Strategies
- Investment Management
- Portfolio Management
- Equity Research Analysis
- Financial Analysis
- Securities Regulation
- Compliance
- Business Continuity
- Risk Management
- Energy Industry
- Finance
- Equities
- Investments
- Wealth Management
- Asset Allocation
- Financial Planning
- Consultative Selling
- Sales Process
- Cross Selling
- Negotiation
- Lead Generation
- Financial Services
- Direct Sales
- Personal Financial
- Sales Presentations
Jake Gustafson Summary
- Jake Gustafson, based in Chicago, IL, US, is currently a Investment Management Specialist, Vice President at Merrill Lynch. Jake Gustafson holds a 2005 - 2009 Bachelor's degree in Finance @ University of Wisconsin-La Crosse. With a robust skill set that includes Client Relations, Personal Financial Planning, Investment Strategies, Investment Management, Portfolio Management and more. Jake Gustafson has 3 emails and 1 mobile phone numbers on RocketReach.
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