Jacob Aiken-Phillips, CFA
Director Equity Research @ Melius Research
United States
New York
Financial Services
Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Social Media, Microsoft Word, Leadership, Customer Service, Research, Sales, Financial Analysis, Marketing, Finance, Microsoft PowerPoint
Experience
Director Equity Research
Melius Research
New York, New York, United States
Vice President Equity Research
Melius Research
New York, New York, United States
Equity Research Associate
Cowen Inc.
New York, United States
Equity Research Associate
Credit Suisse Securities Research
New York, New York, United States
Industrials Sector Analyst
The Cayuga Fund
Ithaca, New York, United States
Macro Investments Economics Strategy Intern
Aflac Global Investments
New York, United States
Equity Research Analyst/Quantitative Analyst
Impact Academy/In$ights AI
Ithaca, New York, United States
Financial Analyst
Saab, Inc.
Syracuse, New York Area
Proposal Analyst/ Financial Analyst/ Master Planner
Lockheed Martin
Syracuse, New York
General Operations and Technical Officer
PS. Creations
San Luis Obispo, California Area
Accounting and Bond Trading Intern
York Capital Management
New york
Education
Cornell Johnson Graduate School of Management
Investment Research & Management
Cornell University
Applied Economics
Wrestling team • Cornell’s Wrestling Team is consistently top 10 in the nation, and usually much higher • As a team we participate in charity events, which typically consist of appearing at local events to gain support for a specific cause such as 5Ks and charity tournaments • Commit 15-20 hours a week to wrestling practices and training while taking full-time classes totaling 14-18 credits
Jacob Aiken-Phillips, CFA's Contact Information
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