Jake Halladay Email & Phone Number
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Jake Halladay Location
- Newport Beach, CA, US
Jake Halladay Work
- Principal @ Oakrun Asset Mangement (January 2025 - Present)
- Partner @ Corient Capital Partners (February 2020 - November 2024)
- Managing Director @ Corient Capital Partners (June 2019 - February 2020)
- Managing Director @ (June 2018 - June 2019)
- Senior Vice President @ (July 2012 - June 2018)
- MBA Candidate @ (August 2010 - August 2012)
- Financial Advisor @ (June 2007 - March 2010)
- Intern @ Susquehanna Financial Group (May 2006 - July 2006)
- Intern @ (May 2005 - August 2005)
Jake Halladay Education
- Georgetown University McDonough School of Business
MBA (Finance)
2010-2012 - Brigham Young University
BS (Economics)
2002-2007 - Utah Valley University
Associate (Business)
2002-2004
Jake Halladay Skills
- Investments
- Series 7
- Financial Modeling
- Portfolio Management
- Equities
- Financial Analysis
- Bloomberg
- Valuation
- Business Valuation
- Asset Managment
- Investment Banking
- Fixed Income
- Emerging Markets
- Corporate Finance
- Venture Capital
- Capital Markets
- Due Diligence
- Strategic Financial Planning
- Finance
- Asset Allocation
- Strategic Planning
- Project Management
- Asset Management
- Financial Planning
- Hedge Funds
Jake Halladay Summary
- Jake Halladay, based in Newport Beach, CA, US, is currently a Principal at Oakrun Asset Mangement. Jake Halladay brings experience from previous roles at Corient Capital Partners and Bel Air Investment Advisors. Jake Halladay holds a 2010 - 2012 MBA in Finance @ Georgetown University McDonough School of Business. With a robust skill set that includes Investments, Series 7, Financial Modeling, Portfolio Management, Equities and more. Jake Halladay has 1 emails and 3 mobile phone numbers on RocketReach.
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