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Jacob Rees Email & Phone Number

Operations Specialist at Chandler Asset Management, Inc.
Location: San Diego, California, United States 8 work roles 1 school
1 work email found @ucla.edu LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@ucla.edu
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Current company
Chandler Asset Management, Inc.
Role
Operations Specialist
Location
San Diego, California, United States
Company size
61 employees

Who is Jacob Rees? Overview

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Quick answer

Jacob Rees is listed as Operations Specialist at Chandler Asset Management, Inc., a with 61 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at ucla.edu and a matched LinkedIn profile for Jacob Rees.

Jacob Rees previously worked as Client Service and Operations Associate at Callan Capital and Junior Trader/Client Service Specialist at Bwm Financial. Jacob Rees holds Bachelor Of Arts - Ba, Economics from Ucla.

Company email context

Email format at Chandler Asset Management, Inc.

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*@ucla.edu
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AeroLeads found 1 current-domain work email signal for Jacob Rees. Compare company email patterns before reaching out.

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Profile bio

About Jacob Rees

Experienced professional with a demonstrated history of working in the financial services industry. Skilled in Microsoft Word, Microsoft PowerPoint, Leadership, Public Speaking, and Microsoft Office. Strong finance professional with a Bachelor of Arts - BA focused in Economics from University of California, Los Angeles.

Listed skills include Microsoft Office, Leadership, Microsoft Word, Microsoft Powerpoint, and 1 others.

Current workplace

Jacob Rees's current company

Company context helps verify the profile and gives searchers a useful next step.

Chandler Asset Management, Inc.
Chandler Asset Management, Inc.
Operations Specialist
San Diego, CA, US
Website
chandlerasset.com
Employees
61
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Company profile
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8 roles

Jacob Rees work experience

A career timeline built from the work history available for this profile.

Client Service And Operations Associate

Callan Capital

La Jolla, Ca, Us

• One of two operators managing book of $1.85B in assets• Managed over 110 clients working directly with them and their network professionals such as CPAs, attorneys• Supported the greatest year of growth in company history• Managed onboardings to three new SMA/Alternative Investment platforms• Account openings, trades, money movement, A-to-Z problem solving• Introduced new technology and procedures to streamline production• Primary systems: Charles Schwab, Salesforce, eMoney, DocuSign

Nov 2022 - Jan 2024

Junior Trader/Client Service Specialist

Bwm Financial

San Diego, Ca, Us

-Supported RIA with four advisors with a book of $1.5B AUM by completing tickets through a Salesforce CRM system-Operations expert with multiple custodians: Fidelity, LPL, Schwab, TD-Experience with all significant registration types as well as many uncommon registrations-Managed hundreds of ACAT transfers from numerous outside firms-Provide allocation analysis to advisors to develop alternative investment recommendations-Alternative investment and SAM operations expert - specific experience detailed in next section-Manage and maintain client relationships, including but not limited to ACH setups, wires, direct deposit, etc.-Experience with margin and line of credit setup-Develop processes to increase the efficiency of the operations team - OKR driven

Jun 2022 - Sep 2022

Client Service Specialist

Bwm Financial

San Diego, Ca, Us

Jan 2021 - May 2022

Client Service Associate

Truuwater Financial

San Diego, California, Us

Truuwater Financial merged with BWM Financial beginning of 2021.

Sep 2019 - Dec 2020

Server

F10 Creative

Palm Springs, California, Us

Mar 2019 - Aug 2019

Investment Associate

Maclean Capital Advisors Llc

Indian Wells, California, Us

Served as a member of the advisory team and supported the core functions of financial planning for an RIA with $250M AUM

Feb 2018 - Feb 2019

Team Manager Of Women'S Swim And Dive Ncaa Team

Ucla Athletics

As a team manager I handled responsibility for many different types of activities ranging from equipment purchases and upkeep, to professional interaction with donors, school and organization officials, and companies.

Oct 2013 - Jun 2017
Team & coworkers

Colleagues at Chandler Asset Management, Inc.

Other employees you can reach at chandlerasset.com. View company contacts for 61 employees →

GL Genny Lynkiewicz, Cfa Genny Lynkiewicz, Cfa Colleague at Chandler Asset Management, Inc.San Diego, California, United States View → MH Mel Hamilton Mel Hamilton Colleague at Chandler Asset Management, Inc.Lake Mary, Florida, United States View → KC Kay Chandler Kay Chandler Colleague at Chandler Asset Management, Inc.San Diego, California, United States View → HS Hillary Schuler-Jones Hillary Schuler-Jones Colleague at Chandler Asset Management, Inc.Encinitas, California, United States View → SC Stephen Church Stephen Church Colleague at Chandler Asset Management, Inc.San Diego, California, United States View → DM Devon Morris Devon Morris Colleague at Chandler Asset Management, Inc.Ramona, California, United States View → NC Ned Connolly Ned Connolly Colleague at Chandler Asset Management, Inc.Golden, Colorado, United States View → JH Julie Hughes Julie Hughes Colleague at Chandler Asset Management, Inc.Denver Metropolitan Area, United States View → KP Kyle Perry Kyle Perry Colleague at Chandler Asset Management, Inc.Denver, Colorado, United States View → CH Cristina Hannah Cristina Hannah Colleague at Chandler Asset Management, Inc.Chandler, Arizona, United States View →
1 education record

Jacob Rees education

  • Ucla
    Ucla
    Economics
FAQ

Frequently asked questions about Jacob Rees

Quick answers generated from the profile data available on this page.

What company does Jacob Rees work for?

Jacob Rees works for Chandler Asset Management, Inc..

What is Jacob Rees's role at Chandler Asset Management, Inc.?

Jacob Rees is listed as Operations Specialist at Chandler Asset Management, Inc..

What is Jacob Rees's email address?

AeroLeads has found 1 work email signal at @ucla.edu for Jacob Rees at Chandler Asset Management, Inc..

Where is Jacob Rees based?

Jacob Rees is based in San Diego, California, United States while working with Chandler Asset Management, Inc..

What companies has Jacob Rees worked for?

Jacob Rees has worked for Chandler Asset Management, Inc., Callan Capital, Bwm Financial, Truuwater Financial, and F10 Creative.

Who are Jacob Rees's colleagues at Chandler Asset Management, Inc.?

Jacob Rees's colleagues at Chandler Asset Management, Inc. include Genny Lynkiewicz, Cfa, Mel Hamilton, Kay Chandler, Hillary Schuler-Jones, and Stephen Church.

How can I contact Jacob Rees?

You can use AeroLeads to view verified contact signals for Jacob Rees at Chandler Asset Management, Inc., including work email, phone, and LinkedIn data when available.

What schools did Jacob Rees attend?

Jacob Rees holds Bachelor Of Arts - Ba, Economics from Ucla.

What skills is Jacob Rees known for?

Jacob Rees is listed with skills including Microsoft Office, Leadership, Microsoft Word, Microsoft Powerpoint, and Public Speaking.

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