2026 -
now Senior Vice President, Private Wealth @ Brookfield
2020 -
2026 Private Wealth Director @
2016 -
2026 Regional Director @
2007 -
2016 Regional Vice President @ Ivy Distributors, Inc.
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 3 mobile phone numbers on RocketReach.
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