Jason Breaker
Senior Vice President - Equity Sales at Wedbush Securities
- Role
- Senior Vice President - Equity Sales at Wedbush
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Jason Breaker
23 years of experience in Institutional Sales. Initiated and developed relationships with…
Experience
Senior Vice President - Equity Sales
Jul 2015 — Present · San Francisco, CA, US
Covered priority accounts in San Francisco, Los Angeles, Denver, San Diego: Capital Group, Franklin, Citadel, Partner Fund, Janus, RS Investments, Columbia, Allianz, Balyasny, Farallon, Ascend, ArrowMark• Overtook 14 to 27 competitors in broker rank at priority accounts over first twelve months.• Added 6-12 Wedbush analysts to broker vote at priority accounts over first two years.• Increased Wedbush analyst meetings at priority accounts by 345%- 2150% over first two years.• Increased corporate access meetings at priority accounts by 86%- 233% over first two years.• Regular way: 4Q16 +24.5%, 1Q17 +76.9%, 2Q17 +12.5%, 3Q17 +1.6%, 4Q17 +5.2%• Banking: 4Q16 +230.9%, 1Q17 +165.4%, 2Q17 +264.7%, 3Q17 +143.6%, 4Q17 +85.3%• Hosted 18 clients plus their guests at four entertainment events in first twelve months
Education
The University of Göttingen
Philosophy
1992 — 1993
Colorado College
BA, Philosophy and German Literature
1995 — 1995
Skills
- Equities
- Capital Markets
- Series 7
- Portfolio Management
- Asset Management
- Hedge Funds
- Marketing
- Investments
- Valuation
- Banking
- Mutual Funds
- Financial Modeling
- Equity Research
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