Jack Kraft, Cfa Email and Phone Number
Jack Kraft, Cfa work email
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Jack Kraft, Cfa personal email
Securities and Advisory Services offered through Benjamin F. Edwards & Co., member FINRA and SIPC.Investing involvesrisk including the potential loss of principal. Benjamin F. Edwards & Co. does notprovide legal or tax advice. Please click on the " Contact and Personal Info" section to accessthe link tothe Benjamin F. Edwards & Co. website for more information about the Firm and other ImportantDisclosures. Opinions and comments expressed by LinkedIn Members are those of the personssubmitting them and should not be considered an endorsement or testimonial
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Investment StrategistBenjamin F. Edwards Jun 2023 - PresentSt. Louis, Mo, Us
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Advisor Directed Portfolio AnalystBenjamin F. Edwards Oct 2020 - PresentSt. Louis, Mo, Us
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Advice And Portfolio SpecialistWells Fargo Advisors Jan 2019 - Oct 2020St. Louis, Missouri, Us Produce the Wells Fargo Advisors Morning Outlook that includes daily market commentary for Wells Fargo advisors and employees to start their day. Utilize Bloomberg, Tableau, and Excel to create market charts that incorporate investment themes such as volatility, outperformers/underperformers, correlating assets, etc. Produce the “Looking Ahead” weekly investment report issued to financial advisors, clients, and prospective clients. Found on WFA.com under Our Insights (Take a Look) Consult with Wells Fargo financial advisors on advisory products, stock news, portfolio alignment, and act as a liaison to our research analysts. Involved in ad-hoc projects within the Advice and Research team that include portfolio stress testing, portfolio rebalancing, and white papers about investment themes. -
Finance And Accounting Sr. AnalystWells Fargo Advisors Aug 2017 - Jan 2019St. Louis, Missouri, Us
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Finance And LogisticsAmeriwood Industries Jun 2015 - Jan 2017Wright City, Missouri, Us• Assisted with managing accounts receivable by reporting to the Director of Finance and occasionally to the Chief Financial Officer. Demonstrated excellent organizational skills and initiative by creating and accurately maintaining Excel spreadsheets of customer accounts. • Performed multiple accounts payable functions related to payment of container freight bills and other expenses incurred by Ameriwood, a major manufacturer and importer of furniture. Duties included entering and reviewing invoices, processing checks, and facilitating payment to vendors.• Proficient with utilizing Excel, including preparing pivot tables, V-lookups, Sum-if statements, and constructing graphs. • Achieved positive performance reviews, which resulted being given responsibility for training a temporary employee on accounts payable functions. • Analyzed and corrected tariff codes within the company’s XA Power Link System in order to prevent government fees, while providing the Dorel Asia branch of Ameriwood with the tools and methods necessary to maintain compliance with the tariff code system. Also performed internal audits on employee expense reports.
Jack Kraft, Cfa Skills
Jack Kraft, Cfa Education Details
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University Of Missouri-ColumbiaFinance And Financial Management Services -
Sie, Series 7, Series 24, Series 66
Frequently Asked Questions about Jack Kraft, Cfa
What company does Jack Kraft, Cfa work for?
Jack Kraft, Cfa works for Benjamin F. Edwards
What is Jack Kraft, Cfa's role at the current company?
Jack Kraft, Cfa's current role is AVP | Investment Strategist | Benjamin F. Edwards & Co..
What is Jack Kraft, Cfa's email address?
Jack Kraft, Cfa's email address is ja****@****ood.com
What schools did Jack Kraft, Cfa attend?
Jack Kraft, Cfa attended University Of Missouri-Columbia, Sie, Series 7, Series 24, Series 66.
What are some of Jack Kraft, Cfa's interests?
Jack Kraft, Cfa has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Politics, Snowboarding, Environment, Gym, Human Rights, Golf.
What skills is Jack Kraft, Cfa known for?
Jack Kraft, Cfa has skills like Microsoft Excel, Microsoft Office, Microsoft Word, Powerpoint, Leadership, Public Speaking, Ibm As/400.
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