Wealth Management Associate @ (June 2023 - January 2026)
Financial Analyst III @ (January 2020 - July 2022)
Financial Analyst II @ (January 2019 - January 2020)
Financial Analyst @ (January 2018 - January 2019)
Associate Account Executive @ (August 2016 - October 2017)
Caddie @ Castle Pines Golf Club (June 2014 - June 2017)
Financial Services Intern @ (September 2015 - May 2016)
Jake Orsborn Education
University of Denver - Daniels College of Business
Bachelor of Business Administration (B.B.A.) (Finance)
2013-2016
Jake Orsborn Skills
Public Speaking
Teamwork
Microsoft Office
Microsoft Excel
Microsoft Word
Organizational Skills
Customer Service
Employee Benefits
Group Insurance
Financial Analysis
Ancillary Benefits
Business Ethics
Employee Wellness Programs
Health Insurance
U.S. Health Insurance Portability and Accountability Act (HIPAA)
Commercial Insurance
Jake Orsborn Summary
Jake Orsborn, based in Denver, CO, US, is currently a Senior Wealth Management Associate at Curi Capital. Jake Orsborn brings experience from previous roles at Curi Capital and AMG National Trust Bank. Jake Orsborn holds a 2013 - 2016 Bachelor of Business Administration (B.B.A.) in Finance @ University of Denver - Daniels College of Business. With a robust skill set that includes Public Speaking, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word and more. Jake Orsborn has 2 emails and 2 mobile phone numbers on RocketReach.
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