Jake Tran Email & Phone Number
Executive Director, Investment Specialist at J.P. Morgan Private Bank @ J.P. Morgan
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Jake Tran Location
- New York, NY, US
Jake Tran Work
- Executive Director, Investment Specialist at J.P. Morgan Private Bank @ (July 2026 - Present)
- Investment Portfolio Specialist @ (May 2022 - July 2026)
- Client Portfolio Manager @ (January 2020 - May 2022)
- Product Specialist @ (January 2019 - January 2020)
- Equity Analyst @ (September 2010 - January 2019)
- Hedge Fund of Fund Research Intern @ Attalus Capital (September 2008 - March 2009)
- Research Intern @ (January 2007 - January 2008)
Jake Tran Education
- Drexel University
Bachelor of Science (Finance)
2005-2010
Jake Tran Skills
- Alternative Investments
- Equities
- Financial Modeling
- Capital Markets
- Investments
- Bloomberg
- Asset Management
- Fixed Income
- Financial Analysis
- Valuation
- Hedge Funds
- Mutual Funds
- Equity Research
Jake Tran Summary
- Jake Tran, based in New York, NY, US, is currently a Executive Director, Investment Specialist at J.P. Morgan Private Bank at J.P. Morgan. Jake Tran brings experience from previous roles at J.P. Morgan and Rockefeller Capital Management. Jake Tran holds a 2005 - 2010 Bachelor of Science in Finance @ Drexel University. With a robust skill set that includes Alternative Investments, Equities, Financial Modeling, Capital Markets, Investments and more. Jake Tran has 3 emails and 1 mobile phone numbers on RocketReach.
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