Jake A. Brooks

Jake A. Brooks Email and Phone Number

Trader and Investment Analyst, Trading and Portfolio Administration @ C.H. Dean, LLC
Dayton, OH, US
Jake A. Brooks's Location
Dayton, Ohio, United States, United States
Jake A. Brooks's Contact Details

Jake A. Brooks work email

Jake A. Brooks personal email

About Jake A. Brooks

As a trader for C.H. Dean, I’m responsible for executing all trades for the mutual funds and separate account strategies managed by our firm and its subadvisor, Dean Capital Management. I also administer fund flows associated with Dean’s separately managed accounts, ensuring that client accounts are adhering to their established investment models.In my role as an investment analyst for Dean, I support the firm’s mutual fund platform by • Conducting quarterly due diligence on all third-party funds, and• Researching and making recommendations to the firm’s investment committee for any fund additions or subtractions I joined Dean as a trading associate upon graduating from the University of Dayton in 2011. The company is a great place to work and my job provides me with countless opportunities to always learn something new and to find the best way to solve problems.I’m a huge fan of Cleveland sports and an avid golfer.

Jake A. Brooks's Current Company Details
C.H. Dean, LLC

C.H. Dean, Llc

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Trader and Investment Analyst, Trading and Portfolio Administration
Dayton, OH, US
Website:
chdean.com
Employees:
19
Jake A. Brooks Work Experience Details
  • C.H. Dean, Llc
    Trader And Investment Analyst, Trading And Portfolio Administration
    C.H. Dean, Llc
    Dayton, Oh, Us
  • C.H. Dean, Llc
    Trader/Investment Analyst, Trading And Portfolio Administration
    C.H. Dean, Llc Oct 2018 - Present
    Dayton, Ohio
  • C.H. Dean, Llc
    Trader/Investment Analyst
    C.H. Dean, Llc May 2013 - Present
  • C.H. Dean, Llc
    Associate, Trading/Portfolio Administration
    C.H. Dean, Llc May 2011 - May 2013
    Beavercreek, Oh
  • C.H. Dean, Llc
    Trading/Research Analyst Intern
    C.H. Dean, Llc Feb 2009 - May 2011

Jake A. Brooks Skills

Auditing Detail Orientated Accounting Obtain Sports Industry Marketing Materials C Portfolio Advent Applications Client Meetings Portfolio Management Investments Finance Materials Institutional Sales Reports Software Written Mutual Funds Client Accounts Strategies Work Ethic Entrepreneurship Stocks Microsoft Excel Interpersonal Communication Marketing Cash Sma Institutional Accounts Flows Financial Statements Research Trading Meetings Eager Presentations Allocations

Jake A. Brooks Education Details

Frequently Asked Questions about Jake A. Brooks

What company does Jake A. Brooks work for?

Jake A. Brooks works for C.h. Dean, Llc

What is Jake A. Brooks's role at the current company?

Jake A. Brooks's current role is Trader and Investment Analyst, Trading and Portfolio Administration.

What is Jake A. Brooks's email address?

Jake A. Brooks's email address is br****@****ail.com

What schools did Jake A. Brooks attend?

Jake A. Brooks attended University Of Dayton.

What skills is Jake A. Brooks known for?

Jake A. Brooks has skills like Auditing, Detail Orientated, Accounting, Obtain, Sports Industry, Marketing Materials, C, Portfolio, Advent, Applications, Client Meetings, Portfolio Management.

Who are Jake A. Brooks's colleagues?

Jake A. Brooks's colleagues are Andrea L. Miller, Kendra M. Haberman, Cpa, Scott E. Denman, Stephen M. Miller, Tammy King, Ginger L. Moore, Lisa A. Gross.

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