Jacob Rees Email and Phone Number
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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.
Chandler Asset Management, Inc.
View- Website:
- chandlerasset.com
- Employees:
- 61
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Operations SpecialistChandler Asset Management, Inc.San Diego, Ca, Us
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Client Service And Operations AssociateCallan Capital Nov 2022 - Jan 2024La 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 -
Junior Trader/Client Service SpecialistBwm Financial Jun 2022 - Sep 2022San 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 -
Client Service SpecialistBwm Financial Jan 2021 - May 2022San Diego, Ca, Us
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Client Service AssociateTruuwater Financial Sep 2019 - Dec 2020San Diego, California, UsTruuwater Financial merged with BWM Financial beginning of 2021. -
ServerF10 Creative Mar 2019 - Aug 2019Palm Springs, California, Us -
Investment AssociateMaclean Capital Advisors Llc Feb 2018 - Feb 2019Indian Wells, California, UsServed as a member of the advisory team and supported the core functions of financial planning for an RIA with $250M AUM -
Team Manager Of Women'S Swim And Dive Ncaa TeamUcla Athletics Oct 2013 - Jun 2017As 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.
Jacob Rees Skills
Jacob Rees Education Details
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UclaEconomics
Frequently Asked Questions about Jacob Rees
What company does Jacob Rees work for?
Jacob Rees works for Chandler Asset Management, Inc.
What is Jacob Rees's role at the current company?
Jacob Rees's current role is Operations Specialist.
What is Jacob Rees's email address?
Jacob Rees's email address is ja****@****cla.edu
What schools did Jacob Rees attend?
Jacob Rees attended Ucla.
What skills is Jacob Rees known for?
Jacob Rees has skills like Microsoft Office, Leadership, Microsoft Word, Microsoft Powerpoint, Public Speaking.
Who are Jacob Rees's colleagues?
Jacob Rees's colleagues are Stephen Church, Katie Yuan, Daniel Delaney, Cfa, Wesley Swana, Caia, Kara Hooks, Ctp, Esteban Rascon, Scott Prickett.
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