Jake Townsend Email & Phone Number
Manager | Advisor Wealth Services Trade Error, Post Execution and Recon @ Charles Schwab
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Jake Townsend Location
- Bedford, TX, US
Jake Townsend Work
- 2026 -now Manager | Advisor Wealth Services Trade Error, Post Execution and Recon @
- 2020 -2026 Senior Specialist, Mutual Fund Operations @
- 2014 -2020 Financial Representative @
- 2013 -2014 Intern @
- 2013 -2014 Volunteer @
Jake Townsend Education
- Mays Business School - Texas A&M University
Bachelor of Business Administration (BBA) (Finance, General)
2011-2014 - Tyler Junior College 2010-2011
Jake Townsend Skills
- Microsoft Office
- Real Estate
- Marketing
- Marketing Strategy
- Financial Analysis
- Insurance
- Sales
- Financial Accounting
Jake Townsend Summary
- Jake Townsend, based in Bedford, TX, US, is currently a Manager | Advisor Wealth Services Trade Error, Post Execution and Recon at Charles Schwab. Jake Townsend brings experience from previous roles at Charles Schwab, Fidelity Investments, Northwestern Mutual and Texas Parks and Wildlife Department. Jake Townsend holds a 2011 - 2014 Bachelor of Business Administration (BBA) in Finance, General @ Mays Business School - Texas A&M University. With a robust skill set that includes Microsoft Office, Real Estate, Marketing, Marketing Strategy, Financial Analysis and more. Jake Townsend has 2 emails and 4 mobile phone numbers on RocketReach.
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