Senior Investment Analyst & Head Of Investment Consulting Group
Current
Jul 2024 - Present
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Jacob Singleton Email & Phone Number
Senior Investment Analyst & Head of Investment Consulting Group at BMO Wealth Management - U.S.
at
BMO Wealth Management - U.S.
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Current company
Role
Senior Investment Analyst & Head of Investment Consulting Group at BMO Wealth Management - U.S.
Location
Albuquerque, New Mexico, United States
Company size
Who is Jacob Singleton? Overview
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Quick answer
Jacob Singleton is listed as Senior Investment Analyst & Head of Investment Consulting Group at BMO Wealth Management - U.S. at BMO Wealth Management - U.S., a company with 332 employees, based in Albuquerque, New Mexico, United States. AeroLeads shows a matched LinkedIn profile for Jacob Singleton.
Jacob Singleton previously worked as Senior Investment Analyst & Head of Investment Consulting Group at Bmo Wealth Management - U.S. and Investment Specialist at Bmo Wealth Management - U.S.. Jacob Singleton holds Bachelor Of Arts - Ba, Psychology from William & Mary.
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Email format at BMO Wealth Management - U.S.
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BMO Wealth Management - U.S.
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Profile bio
About Jacob Singleton
As Senior Investment Analyst and Head of the Investment Consulting Group at BMO, I oversee the team responsible for producing asset allocation and financial modeling analyses for wealth management prospects and clients. Over the last 15+ years in an analytics role, my work of identifying opportunities to improve a prospect’s portfolio has proved to be a leading indicator of new business acquisition, contributing to overall wealth management sales.Skills: asset allocation analysis, cash flow analysis, Monte Carlo simulations, strategic planning, regulatory compliance, editing/proofreading, public speaking/presentationsSoftware proficiency: Morningstar Advisor Workstation, Morningstar Direct, Bloomberg, eMoney Advisor, Zephyr StyleAdvisor, Adobe InDesignLicense: Series 7
Current workplace
Jacob Singleton's current company
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Bmo Wealth Management - U.S.
Employees
332
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5 roles
Jacob Singleton work experience
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Investment Specialist
Aug 2023 - Jul 2024
Vice President, Business Analyst
Jan 2009 - Aug 2023
Investment Analyst
Mar 2008 - Jan 2009
Trust Administrator
Dec 2006 - Mar 2008
1 education record
Jacob Singleton education
FAQ
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What company does Jacob Singleton work for?
Jacob Singleton works for BMO Wealth Management - U.S..
What is Jacob Singleton's role at BMO Wealth Management - U.S.?
Jacob Singleton is listed as Senior Investment Analyst & Head of Investment Consulting Group at BMO Wealth Management - U.S. at BMO Wealth Management - U.S..
Where is Jacob Singleton based?
Jacob Singleton is based in Albuquerque, New Mexico, United States while working with BMO Wealth Management - U.S..
What companies has Jacob Singleton worked for?
Jacob Singleton has worked for Bmo Wealth Management - U.S., Bank Of The West, and City National Bank.
How can I contact Jacob Singleton?
You can use AeroLeads to view verified contact signals for Jacob Singleton at BMO Wealth Management - U.S., including work email, phone, and LinkedIn data when available.
What schools did Jacob Singleton attend?
Jacob Singleton holds Bachelor Of Arts - Ba, Psychology from William & Mary.
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