2022 -
2023 Product Manager - Systematic Fixed Income @
2020 -
2022 Regional Advisor Consultant @
2015 -
2019 Head of US Trading @
2013 -
2015 Sales and Credit Trader @
2011 -
2013 Institutional Equity Trader @
2011 -
2011 Equity Capital Markets Middle Office @
2008 -
2011 Case Manager Cantor LifeMarkets @
2007 -
2007 USD Interest Rate Swaps Intern @
Jake Morris Education
University of Richmond - Robins School of Business
BSBA (Busniess Admin. CFA Track/ Econ & Finance)
2004
-
2008
Malvern Prep 2000
-
2004
Jake Morris Skills
Series 7
Series 63
Series 24
Series 55
Equities
Equity Trading
Teaching
Securities
Management
Project Management
Microsoft Office
Trading
Customer Service
FINRA
Financial Modeling
Capital Markets
Investments
Bloomberg
Equity Sales
Fixed Income
Interest Rate Swaps
Hedge Funds
Jake Morris Summary
Jake Morris, based in Atlanta, GA, US, is currently a Product Manager - Global Strategies at Invesco US. Jake Morris brings experience from previous roles at Invesco US, Arctic Securities AS and RS Platou Markets AS. Jake Morris holds a 2004 - 2008 BSBA in Busniess Admin. CFA Track/ Econ & Finance @ University of Richmond - Robins School of Business. With a robust skill set that includes Series 7, Series 63, Series 24, Series 55, Equities and more. Jake Morris has 1 emails on RocketReach.
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.