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@trailridgewm.com
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Jack Mannschreck is listed as Investment Operations Analyst at Trail Ridge Wealth Management at Trail Ridge Wealth Management, a company with 7 employees, based in Fort Collins, Colorado, United States. AeroLeads shows a work email signal at trailridgewm.com and a matched LinkedIn profile for Jack Mannschreck.
Jack Mannschreck previously worked as Investment Operations Analyst at Trail Ridge Wealth Management and Assistant To The Chief Financial Officer at Trail Ridge Wealth Management. Jack Mannschreck holds Bachelor'S Degree, Finance, General, Gpa: 3.98/4.00 from Johnson & Wales University.
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I am a securities trader that specializes in option and equities trading. I have a keen eye for the options market, specifically shorter dated call options where I believe there is a world of opportunity to be realized. Trail Ridge Wealth Management shares my enthusiasm for shorter dated calls and we have developed a covered call strategy around these options. Our team of professionals with over 20 years of experience along with my fresh eyes on the market make for a great foil that has led to consistent alpha generation over my time with the firm. I have a passion for investments and helping people find the best ways to save and invest their wealth. I hope to one day be in a client facing financial advising role where I can showcase my interpersonal skills, while still managing some of the analytical and investment side of the business. On my off days I enjoy any and all outdoor activities like hiking, rock climbing, and most of all whitewater rafting! I try to go on 2-3 big rafting trips per year as they are a great way to free the mind and unwind. My favorite trip that I have ever done was on the Salmon River in Idaho, and I hope to get the opportunity to o that trip again!I'm Looking forward to see where my career takes me and excited to be able to learn and adapt to any new challenges thrown my way!
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Fort Collins, Colorado, United States
Provided operations and investment support to the portfolio management teamManaged TRWM's covered call strategy, including option writing, pricing, and tradingImplemented various changes to the existing covered call strategy to increase efficiency and maximize contract yield on an annualized basisResearched various small/mid cap companies across the.
Fort Collins, Colorado, United States
Consolidated data efficiently and effectively Initiated fund transfers for various trust clients Authored investment policy statements for clients in Docusign and updated account information accordinglyAdjusted clients’ net worth, cash flows, and future goals in programs such as E-money and Money Guide ProWorked with the CFO by documenting trades.
Providence, Rhode Island, United States
Providence, Rhode Island, United States
Providence County, Rhode Island, United States
Other employees you can reach at trailridgewm.com. View company contacts for 7 employees →
Chad Jones, Ma, Cfp®
Colleague at Trail Ridge Wealth Management
Fort Collins, Colorado, United States, United States
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MK
Mark Kerwood, Cfa
Colleague at Trail Ridge Wealth Management
Fort Collins, Colorado, United States, United States
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JC
Jennifer C. Sherman
Colleague at Trail Ridge Wealth Management
Denver Metropolitan Area, United States
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MP
Marie Pascell
Colleague at Trail Ridge Wealth Management
Fort Collins, Colorado, United States, United States
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AT
Andrew Trigg, Cfp®
Colleague at Trail Ridge Wealth Management
Golden, Colorado, United States, United States
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DJ
David Jordan
Colleague at Trail Ridge Wealth Management
Windsor, Colorado, United States, United States
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Activities and Societies: Finance Investment Academy, (FIA) Treasurer: 2019-Dec 2021, Finance Investment Academy, President: Dec 2021-May.
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Jack Mannschreck works for Trail Ridge Wealth Management.
Jack Mannschreck is listed as Investment Operations Analyst at Trail Ridge Wealth Management at Trail Ridge Wealth Management.
AeroLeads has found 1 work email signal at @trailridgewm.com for Jack Mannschreck at Trail Ridge Wealth Management.
Jack Mannschreck is based in Fort Collins, Colorado, United States while working with Trail Ridge Wealth Management.
Jack Mannschreck has worked for Trail Ridge Wealth Management, Wildcat Investment Value Fund, and Financial Planning Solutions Rhode Island.
Jack Mannschreck's colleagues at Trail Ridge Wealth Management include Chad Jones, Ma, Cfp®, Mark Kerwood, Cfa, Jennifer C. Sherman, Marie Pascell, and Andrew Trigg, Cfp®.
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Jack Mannschreck holds Bachelor'S Degree, Finance, General, Gpa: 3.98/4.00 from Johnson & Wales University.
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