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Jake Walton Location
Midland, TX, US
Jake Walton Work
2024 -now Investment Analyst and Investment Operations @
2023 -2024 Client Relationship Manager @ Syntal Capital Partners, LLC
2019 -2023 Trade and Operations Support Analyst @ Syntal Capital Partners, LLC
2018 -2018 Title Analyst @ Title Arbitrage Group
2017 -2018 President @ TAMU Club Basketball
2017 -2017 Special Project Intern @ CWS Corporate Housing
2015 -2015 Internship @ Leighton Law Firm
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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