Private Wealth Director @ (October 2020 - March 2026)
Regional Director @ (September 2016 - March 2026)
Regional Vice President @ Ivy Distributors, Inc. (January 2007 - September 2016)
Jake Walter Skills
Management
New Business Development
Sales Management
Series 63
Managed Care
Mutual Funds
P&L Management
Strategic Planning
ETFs
Jake Walter Summary
Jake Walter, based in Parker, CO, US, is currently a Senior Vice President, Private Wealth at Brookfield. Jake Walter brings experience from previous roles at Franklin Templeton, Legg Mason and Ivy Distributors, Inc.. With a robust skill set that includes Management, New Business Development, Sales Management, Series 63, Managed Care and more. Jake Walter has 1 emails and 3 mobile phone numbers on RocketReach.
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