Jake Lytle Email & Phone Number
Financial Planner @ Intrepid Private Wealth
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Jake Lytle Location
- Auburn, AL, US
Jake Lytle Work
- Financial Planner @ (January 2026 - Present)
- Financial Planning Associate @ (June 2023 - January 2026)
- Research Analyst and Private Wealth Intern @ (May 2021 - August 2022)
- Director of Finance @ (January 2020 - January 2021)
Jake Lytle Education
- Auburn University Harbert College of Business
Bachelor of Science in Business Administration (Finance / Accounting Minor)
2019-2023
Jake Lytle Skills
- Bloomberg Terminal
- Financial Accounting
- Relationship Building
- Customer Service
- Critical Thinking
- Fixed Income
- Financial Modeling
- Certified Exit Planner
- Certified Financial Planner
- Exit Planning
Jake Lytle Summary
- Jake Lytle, based in Auburn, AL, US, is currently a Financial Planner at Intrepid Private Wealth. Jake Lytle brings experience from previous roles at Intrepid Capital Management and Delta Tau Delta International Fraternity. Jake Lytle holds a 2019 - 2023 Bachelor of Science in Business Administration in Finance / Accounting Minor @ Auburn University Harbert College of Business. With a robust skill set that includes Bloomberg Terminal, Financial Accounting, Relationship Building, Customer Service, Critical Thinking and more. Jake Lytle has 1 mobile phone numbers on RocketReach.
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