Jason Brothers
Investment Manager at Creative Planning
- Role
- Investment Manager at Creative Planning
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Investment Manager
Jan 2022 — Present · San Diego, CA, US
Education
UC Irvine
Bachelor of Arts (B.A.), Business Economics
2007 — 2011
University of San Diego - Knauss School of Business
Master of Business Administration (M.B.A.)
2016 — 2018
University of San Diego - Knauss School of Business
Master of Science in Finance
2016 — 2018
Skills
- Financial Reporting
- Derivative Instruments
- Quantitative Analysis
- Capital Budgeting
- Advanced Microsoft Access
- Scenario Modeling
- Economics
- Economic Analysis
- Decision Analysis
- Valuation of Securities
- Portfolio Management
- Advanced Microsoft Excel
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