Jake Worthen Email

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Client Portfolio Manager @ (January 2025 - Present)
Investment Analyst @ (November 2021 - December 2024)
Investment Analyst @ (October 2020 - November 2021)
Sales and Data Analyst @ (March 2020 - March 2020)
Asset Liability Management Analyst @ (October 2019 - February 2020)
Sales Operations Analyst @ (July 2018 - October 2019)
Fund Manager @ (September 2017 - May 2018)
Accounting Intern @ (May 2017 - August 2017)

Jake Worthen, based in Saint Paul, MN, US, is currently a Client Portfolio Manager at The Advocate Group. Jake Worthen brings experience from previous roles at The Advocate Group, M&E Catalyst Group, CliqStudios and TruStone Financial Federal Credit Union. Jake Worthen holds a 2014 - 2018 Bachelor’s Degree in Business Finance @ Bethel University. Jake Worthen has 1 emails on RocketReach.