Financial Analyst
Current
Jul 2024 - Present
AeroLeads people directory · profile
Jackson Crowe Email & Phone Number
Financial Analyst
at
myCIO Wealth Partners
1 work email found
@airgas.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Financial Analyst
Location
Greater Philadelphia, United States, United States
Company size
Who is Jackson Crowe? Overview
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Quick answer
Jackson Crowe is listed as Financial Analyst at myCIO Wealth Partners, a company with 53 employees, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at airgas.com and a matched LinkedIn profile for Jackson Crowe.
Jackson Crowe previously worked as Equity Analyst at Drexel University Endowment Fund and Financial Analyst at Raymond James. Jackson Crowe holds Bachelor Of Science - Bs, Finance, General, Junior from Drexel University'S Lebow College Of Business.
Company email context
Email format at myCIO Wealth Partners
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{first}.{last}@airgas.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jackson Crowe. Compare company email patterns before reaching out.
Profile bio
About Jackson Crowe
Drexel Alumn, graduated with a BSBA and major in Finance. Aspiring to help families and business owners achieve financial goals through providing financial planning solutions. Looking to pass series 66 and 7 exams, then obtaining my CFP.
Current workplace
Jackson Crowe's current company
Company context helps verify the profile and gives searchers a useful next step.
Mycio Wealth Partners
8 roles
Jackson Crowe work experience
A career timeline built from the work history available for this profile.
Equity Analyst
Drexel University Endowment Fund
- Served as an equity analyst for the Dragon Fund, a student-managed portfolio with over $4.4 million under management and the best performer of the Drexel Endowment since inception in 2007 averaging 12.68% annually
- Projected U.S. and global economic trends to help identify investment opportunities in the space
- Performed in-depth analyses and produced comprehensive sector and stock research reports utilizing FactSet and Bloomberg software
- Performed financial statement and discounted cash flow analyses to value and pitch an investment opportunity, including a funding proposal to fellow analysts and industry professionals
Sep 2023 - Jun 2024
Financial Analyst
- Helped manage 520 relationships’ accounts worth $750 million and automated client information to increase efficiency
- Created Stock/ETF trading sheet to support financial advisors, displaying current positions and potential opportunities
- Built options trading sheet with current call/put data, total put exposure, and equity position cost basis to identify Call and Put writing opportunities
- Assembled Bond trading sheet for monthly bond maturities valuing positions of $25 to $75 million monthly
- Improved existing financial planning templates delineating the clients’ Balance Sheet, Equity Portfolio, Income Statement, Insurance Analysis, and Capital Appreciation models using Excel formulas and VBA
Apr 2023 - Sep 2023
Finance Intern
- Produced and managed 40+ monthly balance sheet account reconciliations, worth over $10 billion
- Performed extensive SAP research for account balance variance and reported data by creating journal entries
- Created weekly cash receipt journal entries, totaling $500,000+ each month
- Generated 25+ operating expense reports monthly for cost center reporting and quarterly analysis
- Assisted Fixed Assets department by reviewing and approving purchase requisitions and created purchase orders
- Recorded lease buyouts for over 30 company vehicles each month across all divisions
Mar 2022 - Sep 2022
Sales Representative
Aug 2021 - Jul 2022
Assistant Manager
Assistant manager of Vector Marketing in Chester County Office and Cutco Sales Representative.
Jun 2020 - Aug 2021
Sales Consultant
Interface with the public, helping them to obtain the optimal solution for their computer needs.
Apr 2018 - Jun 2020
Mar 2014 - Jun 2018
Team & coworkers
Colleagues at myCIO Wealth Partners
Other employees you can reach at myciowp.com. View company contacts for 53 employees →
DC
David C. Gehring, Cpa, Cfp
Colleague at Mycio Wealth Partners
Philadelphia, Pennsylvania, United States, United States
View →
JM
Jon Michewicz
Colleague at Mycio Wealth Partners
Greater Philadelphia, United States
View →
TS
Tanvi Shah
Colleague at Mycio Wealth Partners
Philadelphia, Pennsylvania, United States, United States
View →
KN
Kevin Newbert, Cfp®
Colleague at Mycio Wealth Partners
Greater Philadelphia, United States
View →
JD
Jackson Davey, Cfp®
Colleague at Mycio Wealth Partners
Philadelphia, Pennsylvania, United States, United States
View →
AV
Anthony Voce, Cfp®
Colleague at Mycio Wealth Partners
Philadelphia, Pennsylvania, United States, United States
View →
MM
Mary Matthews
Colleague at Mycio Wealth Partners
Greater Philadelphia, United States
View →
MP
Michael Perkins
Colleague at Mycio Wealth Partners
Philadelphia, Pennsylvania, United States, United States
View →
AM
Amelia Michko
Colleague at Mycio Wealth Partners
Philadelphia, Pennsylvania, United States, United States
View →
JS
Jennifer Shellshear
Colleague at Mycio Wealth Partners
Essendon, Victoria, Australia, Australia
View →
David C. Gehring, Cpa, Cfp
Colleague at Mycio Wealth Partners
Philadelphia, Pennsylvania, United States, United States
View →
JM
Jon Michewicz
Colleague at Mycio Wealth Partners
Greater Philadelphia, United States
View →
TS
Tanvi Shah
Colleague at Mycio Wealth Partners
Philadelphia, Pennsylvania, United States, United States
View →
KN
Kevin Newbert, Cfp®
Colleague at Mycio Wealth Partners
Greater Philadelphia, United States
View →
JD
Jackson Davey, Cfp®
Colleague at Mycio Wealth Partners
Philadelphia, Pennsylvania, United States, United States
View →
AV
Anthony Voce, Cfp®
Colleague at Mycio Wealth Partners
Philadelphia, Pennsylvania, United States, United States
View →
MM
Mary Matthews
Colleague at Mycio Wealth Partners
Greater Philadelphia, United States
View →
MP
Michael Perkins
Colleague at Mycio Wealth Partners
Philadelphia, Pennsylvania, United States, United States
View →
AM
Amelia Michko
Colleague at Mycio Wealth Partners
Philadelphia, Pennsylvania, United States, United States
View →
JS
Jennifer Shellshear
Colleague at Mycio Wealth Partners
Essendon, Victoria, Australia, Australia
View →
1 education record
Jackson Crowe education
FAQ
Frequently asked questions about Jackson Crowe
Quick answers generated from the profile data available on this page.
What company does Jackson Crowe work for?
Jackson Crowe works for myCIO Wealth Partners.
What is Jackson Crowe's role at myCIO Wealth Partners?
Jackson Crowe is listed as Financial Analyst at myCIO Wealth Partners.
What is Jackson Crowe's email address?
AeroLeads has found 1 work email signal at @airgas.com for Jackson Crowe at myCIO Wealth Partners.
Where is Jackson Crowe based?
Jackson Crowe is based in Greater Philadelphia, United States, United States while working with myCIO Wealth Partners.
What companies has Jackson Crowe worked for?
Jackson Crowe has worked for Mycio Wealth Partners, Drexel University Endowment Fund, Raymond James, Airgas, and Vector Marketing.
Who are Jackson Crowe's colleagues at myCIO Wealth Partners?
Jackson Crowe's colleagues at myCIO Wealth Partners include David C. Gehring, Cpa, Cfp, Jon Michewicz, Tanvi Shah, Kevin Newbert, Cfp®, and Jackson Davey, Cfp®.
How can I contact Jackson Crowe?
You can use AeroLeads to view verified contact signals for Jackson Crowe at myCIO Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Jackson Crowe attend?
Jackson Crowe holds Bachelor Of Science - Bs, Finance, General, Junior from Drexel University'S Lebow College Of Business.
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