Jacob Pearson

Jacob Pearson Email and Phone Number

Wealth Management - Client Account Administrator @ WestPac Wealth Partners
San Diego, CA, US
Jacob Pearson's Location
San Diego, California, United States, United States
About Jacob Pearson

Previously, as an Asset Management Analyst Intern at ColRich, I improved asset portfolio performance and optimized investment strategies through thorough market research and financial modeling. At San Diego State University, my finance studies complement my analytical competencies, laying a strong foundation for strategic decision-making. With a focus on investment analysis and a passion for ensuring every detail is perfect, my academic and professional journey is marked by collaborative efforts that drive efficiency and results.

Jacob Pearson's Current Company Details
WestPac Wealth Partners

Westpac Wealth Partners

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Wealth Management - Client Account Administrator
San Diego, CA, US
Employees:
167
Jacob Pearson Work Experience Details
  • Westpac Wealth Partners
    Wealth Management - Client Account Administrator
    Westpac Wealth Partners
    San Diego, Ca, Us
  • Rancho Valencia
    Server
    Rancho Valencia Jan 2024 - Present
    San Diego, California, United States
  • Breakfast Republic
    Host
    Breakfast Republic Sep 2022 - Jan 2024
    San Diego, California, United States
  • Colrich
    Asset Management Analyst Intern
    Colrich May 2022 - Aug 2022
    - Analyzed real estate assets, improving portfolio performance and optimizing investment strategies.- Conducted market research, identifying opportunities that enhanced asset value and reduced risks.- Collaborated with cross-functional teams to streamline asset management processes, achieving measurable results.- Developed financial models, providing insights that supported strategic decision-making and increased ROI.- Spearheaded innovative projects, fostering team collaboration and driving substantial improvements in workflow efficiency.

Jacob Pearson Education Details

Frequently Asked Questions about Jacob Pearson

What company does Jacob Pearson work for?

Jacob Pearson works for Westpac Wealth Partners

What is Jacob Pearson's role at the current company?

Jacob Pearson's current role is Wealth Management - Client Account Administrator.

What schools did Jacob Pearson attend?

Jacob Pearson attended San Diego State University, San Diego State University.

Who are Jacob Pearson's colleagues?

Jacob Pearson's colleagues are Manuel Robles, Krystal Gonzalez, Michael Montano, Stephen Sullivan, Madisyn Turman, Giulia Perna, Timothy Satterstrom.

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