Jake Price Email & Phone Number
Portfolio Manager @ Texas Treasury Safekeeping Trust Company
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Jake Price Location
- Austin, TX, US
Jake Price Work
- Portfolio Manager @ (October 2025 - Present)
- Junior Portfolio Manager @ (October 2023 - November 2025)
- Senior Investment Analyst @ (May 2021 - October 2023)
- Investment Analyst @ (September 2018 - May 2021)
- Analyst Intern - Leveraged Finance @ (June 2018 - August 2018)
- Derivatives Analyst @ (August 2016 - August 2017)
- Senior Pricing Analyst @ (October 2014 - August 2016)
Jake Price Education
- CFA Institute
Passed Level III of the CFA Program - May 2021
- Southern Methodist University
Master of Science - MS (Finance)
- Southern Methodist University
Bachelor of Business Administration (BBA) (Finance, General)
Jake Price Skills
- Accounting
- Banking
- Commercial Banking
- Company Valuation
- Corporate Finance
- Data Analysis
- Equities
- Finance
- Financial Analysis
- Financial Modeling
- Financial Services
- Information Technology
- Investments
- Leadership
- Market Research
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Mutual Funds
- Portfolio Management
- PowerPoint
- Problem Solving
- Project Management
- Research
- Sales
- Teamwork
- Valuation
- Windows
Jake Price Summary
- Jake Price, based in Austin, TX, US, is currently a Portfolio Manager at Texas Treasury Safekeeping Trust Company. Jake Price brings experience from previous roles at Texas Treasury Safekeeping Trust Company and ORIX Corporation USA. Jake Price holds a Passed Level III of the CFA Program - May 2021 @ CFA Institute. With a robust skill set that includes Accounting, Banking, Commercial Banking, Company Valuation, Corporate Finance and more. Jake Price has 1 emails and 8 mobile phone numbers on RocketReach.
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