Jake Lindquist, CFA

Jake Lindquist, CFA

Vice President | Managed Account Specialist @ First Trust

Country

United States

City

Franklin

Industry

Financial Services

Skill

Leadership, Investments, Sales, Economics, Marketing, Financial Analysis, Fixed Income, Equities, Customer Relationship Management (CRM), Microsoft Excel, Microsoft Word, Microsoft Office, Microsoft PowerPoint, Microsoft Outlook, Time Management, Team Building, Teamwork, Presentations, Organizational Leadership, Communication

Experience

First Trust

Vice President | Managed Account Specialist

First Trust

LinkedIn
2024-7 - Present · 2 yrs 3 mos

Nashville, Tennessee, United States

First Trust

ETF, SMA, Alts & Direct Indexing

First Trust

LinkedIn
2018-12 - 2024-7 · 5 yrs 8 mos

Wheaton, Illinois

Investors In Arms, LLC

Co-Manager

Investors In Arms, LLC

2022-1 - Present · 4 yrs 9 mos

LLC of pooled assets for Venture Capital investments

Education

Wheaton College

Wheaton College

LinkedIn

Business/Economics

Jake Lindquist, CFA's Contact Information

Email

******@***.com

Phone

(**) *** ****

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