VP, Investment Operations @ (July 2015 - February 2025)
Performance Analytics Manager @ (November 2011 - July 2015)
NAV Oversight Team Manager @ (August 2010 - February 2012)
Hedge Fund Pricing Manager @ (September 2007 - August 2010)
Mortgage Broker @ Providential Bancorp (January 2003 - December 2007)
Jake U Education
NYU Stern School of Business
MBA (Finance)
2008-2011
Kansas State University
BS (Finance)
1998-2002
Jake U Skills
Derivatives
Securities
Hedge Funds
Valuation
Financial Analysis
Mutual Funds
Fund Accounting
Management
Project Management
Fund Administration
Cross-functional Team Leadership
Structured Products
Credit
Loans
Finance
Investments
Options
Jake U Summary
Jake U, based in Overland Park, KS, US, is currently a Senior Vice President, Co-Head Business Administration at FCI Advisors. Jake U brings experience from previous roles at FCI Advisors, UMB Bank and JP Morgan. Jake U holds a 2008 - 2011 MBA in Finance @ NYU Stern School of Business. With a robust skill set that includes Derivatives, Securities, Hedge Funds, Valuation, Financial Analysis and more. Jake U has 2 emails and 1 mobile phone numbers on RocketReach.
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