Jake Lewis Email & Phone Number
Investment Analyst @ J Safra Asset Management Corporation
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Jake Lewis Location
- New York, NY, US
Jake Lewis Work
- Investment Analyst @ (February 2023 - Present)
- Portfolio Analyst, Investment Management Group @ (August 2019 - February 2023)
- Associate, Financials Sector @ (August 2018 - July 2019)
- Senior Analyst, Global Markets Intelligence @ (March 2018 - July 2019)
- Analyst, Global Markets Intelligence @ (June 2017 - March 2018)
- Summer Analyst @ RegentAtlantic (June 2016 - August 2016)
Jake Lewis Education
- University of Delaware
Bachelors of Science (Financial Planning)
2013-2017
Jake Lewis Skills
- FactSet
- Microsoft Office
- Money Guide Pro
Jake Lewis Summary
- Jake Lewis, based in New York, NY, US, is currently a Investment Analyst at J Safra Asset Management Corporation. Jake Lewis brings experience from previous roles at Equitable, IHS Markit and Ipreo. Jake Lewis holds a 2013 - 2017 Bachelors of Science in Financial Planning @ University of Delaware. With a robust skill set that includes FactSet, Microsoft Office, Money Guide Pro and more.
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