Jacob Zander
Trader at Wells Fargo
- Role
- Trading Enablement Assistant at Wells Fargo Advisors
- Location
- Salt Lake City, UT, US
- LinkedIn followers
- 500 followers
About Jacob Zander
Trading Enablement Assistant at Wells Fargo. Education in finance. Experience at Fidelity. Series 7 and 63 licenses and Chartered Financial Analyst CFA
Experience
Trading Enablement Assistant
Nov 2024 — Present · Salt Lake City, UT, US
Place trades for clients in equities, options, mutual funds, and fixed income.Assist with money movement and brokerage account issues.
Education
Bingham High School
High School Diploma
2007 — 2011
University of Rochester - Simon Business School
Master of Science - MS, Finance, General
2016 — 2017
Utah Valley University
Bachelor's degree, Finance
2011 — 2016
Skills
- Equity Research Analysis
- Outlook
- Trade Execution
- Portfolio Management
- Sec Filings
- Mandarin
- Internet Research
- Financial Accounting
- Leadership
- Financial Statements
- Microsoft Excel
- Powerpoint
- Investments
- Communication
- Venture Capital
- Economics
- Attention to Detail
- Capital Markets
- Quantitative Analysis
- Mathematics
- Due Diligence
- Market Research
- Microsoft Access
- Investment Management
- Microsoft Powerpoint
- Problem Solving
- Writing
- Analysis
- Bloomberg Terminal
- Financial Modeling
- Organization Skills
- Finance
- Research
- Investment Monitoring
- Quantitative Finance
- Data Mining
- Quantitative Research
- Morningstar
- Thompson One
- Microsoft Word
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