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Jesse Sweet Location
San Francisco, CA, US
Jesse Sweet Work
2026 -now Managing Director, Head of Model Portfolios @
2025 -2026 Managing Director @
2019 -2026 Founder and Head of Custom Model Solutions @
2016 -2019 Associate Portfolio Manager @
2011 -2016 Financial Analyst and Portfolio Specialist @
2009 -2011 Financial Advisor @
Jesse Sweet Education
University of Colorado at Boulder - Leeds School of Business
Bachelor's (Finance & Economics)
2004-2008
Jesse Sweet Skills
Equities
Fixed Income
Social Media
Portfolio Management
Investments
Strategic Financial Planning
Strategy
Risk Management
Asset Management
Finance
Financial Analysis
Trading
Accounting
Series 7
Management
Analysis
Asset Managment
Financial Services
Retirement Planning
Financial Risk
Loans
Sales
Credit Analysis
Credit
Jesse Sweet Summary
Jesse Sweet, based in San Francisco, CA, US, is currently a Managing Director, Head of Model Portfolios at Goldman Sachs. Jesse Sweet brings experience from previous roles at BlackRock. Jesse Sweet holds a 2004 - 2008 Bachelor's in Finance & Economics @ University of Colorado at Boulder - Leeds School of Business. With a robust skill set that includes Equities, Fixed Income, Social Media, Portfolio Management, Investments and more. Jesse Sweet has 7 emails and 4 mobile phone numbers on RocketReach.
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