Jake Tyndall
On-Boarding, Vendor/Partner Relationships, Product Due Diligence, Investment Management and Technological Project Management
- Role
- Director of New Business at Creativeone Securities
- Location
- Kansas City, MO, US
- LinkedIn followers
- 500 followers
About Jake Tyndall
Over my almost 20 years in finance, I have honed my ability to see the opportunity in the…
Experience
Director of New Business
Oct 2022 — Present · Overland Park, KS, US
Education
Webster University
Masters of Science, Finance 2010
2007 — 2009
Texas A&M University - College
Bachelor of Arts, Speech Communications 2002; Organizational Communications
2000 — 2002
Skills
- Securities
- Bonds
- Strategic Financial Planning
- Investment Advisory
- Portfolio Management
- Microsoft Office
- Sales
- Financial Advisory
- Regulatory Compliance
- Investment Strategies
- Alternative Investments
- Analysis
- Finance
- Financial Operations
- Management
- Financial Services
- Problem Solving
- Strategic Planning
- Leadership
- Series 7
- Derivatives
- Financial Analysis
- Asset Management
- Series 63
- Retirement Planning
- Finra
- Asset Allocation
- Mutual Funds
- Risk Management
- Financial Planning
- Project Management
- Supervision
- Equities
- Fixed Income
- Wealth Management
- Trading
- Investments
- Customer Service
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