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
- Manager | Advisor Wealth Services Trade Error, Post Execution and Recon @ (January 2026 - Present)
- Senior Specialist, Mutual Fund Operations @ (March 2020 - March 2026)
- Financial Representative @ (June 2014 - March 2020)
- Intern @ (August 2013 - May 2014)
- Volunteer @ (June 2013 - May 2014)
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
- ACH Payments
- Account Reconciliation
- Accounting
- Analytical Skills
- Attention to Detail
- Broker-Dealer Compliance
- Business Analysis
- Communication
- Corporate Actions
- Customer Service
- Dividends
- ETFs
- Financial Accounting
- Financial Analysis
- Financial Operations
- Insurance
- Interpersonal Skills
- Marketing Strategy
- Microsoft Office
- Operations
- Options
- Oral Communication
- Post-Trade Processing
- Problem Solving
- Product Requirements
- Real Estate
- Recalls
- Resolving Issues
- Sales
- Salesforce
- Systems Analysis
- Trade Settlements
- Trading Operations
- VLOOKUP
- Marketing
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 ACH Payments, Account Reconciliation, Accounting, Analytical Skills, Attention to Detail and more. Jake Townsend has 2 emails and 4 mobile phone numbers on RocketReach.
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