Senior Vice President, leading Wealth Management Product Management @ (February 2024 - January 2025)
Senior National Account Manager @ (February 2017 - March 2024)
SMA Product Manager and Business Development Specialist @ (January 2014 - January 2017)
Senior Consultant Relationship Specialist, Vice President @ (March 2013 - December 2013)
Portfolio Manager, 2nd Vice President @ (June 2007 - April 2013)
Jamie Claypool Education
UCLA
Bachelor of Science (Mathematics/Economics)
2006-2008
Jamie Claypool Skills
Wealth Management
Investments
Portfolio Management
Fixed Income
Investment Strategies
Equities
Microsoft Excel
Project Management
Finance
Asset Allocation
Customer Service
Financial Analysis
Banking
Jamie Claypool Summary
Jamie Claypool, based in Los Angeles, CA, US, is currently a Senior Vice President, Sales Development Manager at Capital Group. Jamie Claypool brings experience from previous roles at Capital Group and Capital Group Private Client Services. Jamie Claypool holds a 2006 - 2008 Bachelor of Science in Mathematics/Economics @ UCLA. With a robust skill set that includes Wealth Management, Investments, Portfolio Management, Fixed Income, Investment Strategies and more. Jamie Claypool has 4 emails and 2 mobile phone numbers on RocketReach.
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