Jake Walton Email & Phone Number

Investment Analyst and Investment Operations @ Americana Partners

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Jake Walton Location

Midland, TX, US

Jake Walton Work

Investment Analyst and Investment Operations @ (January 2024 - Present)
Client Relationship Manager @ Syntal Capital Partners, LLC (September 2023 - January 2024)
Trade and Operations Support Analyst @ Syntal Capital Partners, LLC (May 2019 - October 2023)
Title Analyst @ Title Arbitrage Group (July 2018 - November 2018)
President @ TAMU Club Basketball (August 2017 - April 2018)
Special Project Intern @ CWS Corporate Housing (May 2017 - July 2017)
Internship @ Leighton Law Firm (May 2015 - August 2015)

Jake Walton Education

Texas A&M University
Bachelor's degree (Economics; Double Minor in Sports Management & Psychology)
2014-2018

Jake Walton Skills

Client Services
Financial Planning
Microsoft Office
Cash Flow Management
Client Services Management
Operations Management
Trading Systems
Alternative Investment Strategies
Microsoft Excel
Microsoft Word
Leadership
Data Analysis
Research
Series 63
Microsoft PowerPoint
Customer Service
Teamwork
Time Management
Communication
Economic Research

Jake Walton Summary

Jake Walton, based in Midland, TX, US, is currently a Investment Analyst and Investment Operations at Americana Partners. Jake Walton brings experience from previous roles at Syntal Capital Partners, LLC, Title Arbitrage Group and TAMU Club Basketball. Jake Walton holds a 2014 - 2018 Bachelor's degree in Economics; Double Minor in Sports Management & Psychology @ Texas A&M University. With a robust skill set that includes Client Services, Financial Planning, Microsoft Office, Cash Flow Management, Client Services Management and more. Jake Walton has 2 emails and 1 mobile phone numbers on RocketReach.

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