Jake Stapleton Email & Phone Number
Team Lead - Research @ Midland Wealth Management
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Jake Stapleton Location
- Chicago, IL, US
Jake Stapleton Work
- 2024 -now Team Lead - Research @
- 2022 -2024 Portfolio Manager I @
- 2021 -2022 Assistant Portfolio Manager @
- 2020 -2021 Portfolio Manager @
- 2019 -2020 Associate Portfolio Manager @
- 2018 -2018 Wealth Management LDP @
- 2018 -2018 Director Of Operations @ Producer Resources, Inc.
- 2017 -2018 Operations Coordinator @ Producer Resources, Inc.
- 2016 -2017 Seasonal Intern @ Producer Resources, Inc.
- 2015 -2016 Senior Wealth Management Intern @ Integra Financial Advisory Corp.
Jake Stapleton Education
- University of Notre Dame
Master of Business Administration - MBA (Finance)
2022-2024 - DePaul University
Bachelor of Science - BS (Finance, Minor in Economics)
2014-2017
Jake Stapleton Skills
- Sales
- Budgets
- Sales Management
- Customer Service
- Management
- Microsoft Office
- Project Management
- Strategic Planning
- Microsoft Excel
- Leadership
- Time Management
- Microsoft PowerPoint
Jake Stapleton Summary
- Jake Stapleton, based in Chicago, IL, US, is currently a Team Lead - Research at Midland Wealth Management. Jake Stapleton brings experience from previous roles at Midland Wealth Management and ATG Trust Company. Jake Stapleton holds a 2022 - 2024 Master of Business Administration - MBA in Finance @ University of Notre Dame. With a robust skill set that includes Sales, Budgets, Sales Management, Customer Service, Management and more. Jake Stapleton has 2 emails and 1 mobile phone numbers on RocketReach.
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