Jacob Stapleton

Jacob Stapleton Email and Phone Number

Equity Trading Analyst at Vanguard @ Vanguard
valley forge, pennsylvania, united states
Jacob Stapleton's Location
Idaho Falls, Idaho, United States, United States
Jacob Stapleton's Contact Details

Jacob Stapleton work email

Jacob Stapleton personal email

n/a
About Jacob Stapleton

Experienced Stock Broker with a demonstrated history of working in the financial services industry. Strong finance professional, skilled in Microsoft Excel, Financial Modeling, Generally Accepted Accounting Principles (GAAP), as well as Forecasting.

Jacob Stapleton's Current Company Details
Vanguard

Vanguard

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Equity Trading Analyst at Vanguard
valley forge, pennsylvania, united states
Website:
vanguard.com
Employees:
19280
Jacob Stapleton Work Experience Details
  • Vanguard
    Trade Administrator
    Vanguard Nov 2020 - Present
  • Vanguard
    Stock Broker
    Vanguard Jan 2017 - Nov 2020
    United States
     Execute mutual fund, ETF, and stock trades for clients with speed and precision Provided clients with updated and relevant information regarding stock market analytics for sound decision making Firm understanding of securities, investments, financial products, governing body regulations, tax laws and more Have investment guidance talks with clients about their portfolio; suggest investment products that meet clients’ needs and objectives. Always act in a fiduciary capacity towards clients while obeying and following all the rules and regulations mandated by the SEC and FINRA
  • Holiday Inn Express
    Night Auditor, Front Desk Agent
    Holiday Inn Express Jan 2015 - Apr 2016
    Richland/Kennewick/Pasco, Washington Area
    Core Qualifications:• Dedicated to providing the very best customer service• Exceptional organizational skills• Strong computer skills• Able to interpret and follow complex instructions • Able to provide solutions to problems and issues encountered by guestsDuties:• Responsible for closing out the financial books of the hotel at the end of each business day• Generate reports outlining room occupancy totals, daily transactions, revenue totals, and other reports for management review• Responsible for greeting guests and checking them in thoroughly and answering any questions. • Settle credit card charges through batch processing• Responsible for training new front desk and night auditor employees• Doing anything I can to provide guests with a perfect stay
  • Byu-Idaho
    Custodial Supervisor
    Byu-Idaho Nov 2013 - Dec 2015
    Rexburg, Idaho
    Core Qualifications:• Good leadership skills for janitorial team• Understanding of sanitation and safety rules• Ability to cooperate with others• Solid understanding of floor waxing and cleaning equipment• Able to work independently and set time management goalsDuties:• Supervised other janitors at the college• Performed special cleaning projects in every building across campus• Followed and read all regulations regarding sanitation and safety• Supervised maintenance work and ensuring that tasks were completed in a timely, effective manner• Provided instruction to employees for waxing and polishing floors and other cleaning work throughout campus buildings
  • Lowe'S Companies, Inc.
    Freight Associate
    Lowe'S Companies, Inc. Jan 2014 - Apr 2014
    Richland/Kennewick/Pasco, Washington Area
    • Responsible for seeing goods and materials transported from semi-trucks to the store floor• Worked as a team to quickly unload delivery trucks in a safe and efficient manner• Operated forklift, order pick up machines, to unload incoming freight to the store• Place merchandise in a neat arrangement, following store protocols, to maximize sales and customer satisfaction• Assisted customers in picking up and loading their order • Assisted all customers with their unique questions
  • Lowe'S Companies, Inc.
    Cashier/Customer Service
    Lowe'S Companies, Inc. Jan 2013 - Apr 2013
    •Handled cash, check, and credit card transactions•Strong product knowledge and understanding of target customers
  • Holiday Inn Express
    Renovation Supervisor
    Holiday Inn Express Jan 2012 - Aug 2012
    Richland/Kennewick/Pasco, Washington Area

Jacob Stapleton Skills

Microsoft Office Time Management Leadership Construction Team Leadership Customer Satisfaction Microsoft Excel Cashiering Cash Register Sports Weed Control Custodial Services Financial Accounting Financial Law Economics Management Customer Service Forklift Operator Microsoft Word Powerpoint Teamwork Social Media Team Building International Business Organizational Effectiveness Finance Financial Analysis Investments Stock Market Stock Market Analysis Hotel Financing Generally Accepted Accounting Principles Thomsonone Bloomberg Terminal

Jacob Stapleton Education Details

Frequently Asked Questions about Jacob Stapleton

What company does Jacob Stapleton work for?

Jacob Stapleton works for Vanguard

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

Jacob Stapleton's current role is Equity Trading Analyst at Vanguard.

What is Jacob Stapleton's email address?

Jacob Stapleton's email address is ja****@****ard.com

What schools did Jacob Stapleton attend?

Jacob Stapleton attended Brigham Young University - Idaho, Kamiakin High School.

What skills is Jacob Stapleton known for?

Jacob Stapleton has skills like Microsoft Office, Time Management, Leadership, Construction, Team Leadership, Customer Satisfaction, Microsoft Excel, Cashiering, Cash Register, Sports, Weed Control, Custodial Services.

Who are Jacob Stapleton's colleagues?

Jacob Stapleton's colleagues are Schofield, Ryan, Christopher Sandstrom, Cfp®, Dan Ronson, Connor Mcguire, Cfp®, Vamshi Krishna R., Calvin Fowler, Edward Berry.

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