Kevin Jo Email & Phone Number
Trader @ Seafarer Capital Partners
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Kevin Jo Location
- San Francisco, CA, US
Kevin Jo Work
- 2015 -now Trader @
- 2009 -2010 Mutual Fund Trading Analyst @ Niemann Capital Management
- 2006 -2009 Trading Analyst @ Bear Stearns
- 2005 -2006 Proprietary Trader @ Echo Trade
Kevin Jo Education
- Santa Clara University Leavey School of Business
MBA (Finance)
- San Jose State University
Bachelor of Science (Business Administration; Finance)
Kevin Jo Skills
- Fidelity
- Separately Managed Accounts
- Research
- Client Services
- Allocations
- Marketing
- Apl
- Client Accounts
- Reconcile
- Third Party Applications
- Daily Operations
- Microsoft Excel
- Bear
- Mutual Funds
- Contractual Agreements
- Forms
- Project Management
- Shareholder
- Expired
- Cash
- Science
- Tax
- Financial Services
- Order Management
- Public Companies
- Capital Management
- Increase Productivity
- Outlook
- Business Administration
- CPOE
- Procedural
- Series 7
- Coordinate
- Microsoft Word
- Finance
- Securities
- Market
- Trading
- Business Services
- Adjustments
- Financial Statements
- PowerPoint
- Performance Reporting
- Microsoft Office
- Reports
- Variance Analysis
- Compliance
- Financial Transactions
- Accounting
- Investments
- Jersey
- New Account
- Platforms
- Detail Oriented
- Shareholders
- Management
- Producing
- Managing Accounts
- Analysis
- Legal Writing
- Retirement
- System
- Account Maintenance
- Advertising
- Asset Management
- Redemptions
- Shares
- Echo
- Exchanges
- Equities
- San Jose
- Writing
- New York
- Negotiation
- Sop
- Wrap
- Strategy
- Model Portfolio
- House
- Los Angeles
- Portfolio
Kevin Jo Summary
- Kevin Jo, based in San Francisco, CA, US, is currently a Trader at Seafarer Capital Partners. Kevin Jo brings experience from previous roles at Niemann Capital Management, Bear Stearns and Echo Trade. Kevin Jo holds a MBA in Finance @ Santa Clara University Leavey School of Business. With a robust skill set that includes Fidelity, Separately Managed Accounts, Research, Client Services, Allocations and more. Kevin Jo has 3 emails and 1 mobile phone numbers on RocketReach.
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