Jacob Westphal

Research Analyst @Heartland Advisors, Inc

Milwaukee, WI, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2020 — Present

Research Analyst @Heartland Advisors, Inc

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I primarily work with the Small Cap Value Team at Heartland, where we invest in micro- and small-cap companies utilizing Heartland’s 10 Principles of Value Investing™. As a generalist, I look in many different sectors and industries for potential investment opportunities. My areas of focus include real estate and consumer. I am a registered representative of ALPS Distributors, Inc, which is the distributor for Heartland Funds.

EDUCATION

2012 — 2014

Rockford University

Bachelor of Science (BS), Economics

2014 — 2016

University of Wisconsin-Milwaukee

Bachelor’s Degree, Finance

SKILLS

Public SpeakingCustomer ServiceFinancial AnalysisEquitiesPowerpointFactsetBloombergEquity ValuationMicrosoft WordMicrosoft OfficeMicrosoft PowerpointFinancial ModelingTeamworkLeadershipFacebookAnalysisCapital MarketsTime ManagementMicrosoft ExcelResearchInvestmentsFinance

ABOUT JACOB WESTPHAL

I am a registered representative of ALPS Distributors, Inc, which is the distributor for…

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