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Jacob Winters Email & Phone Number
Associate, Strategic Accounts and Client Service
at
Tortoise Capital
1 work email found
@tortoiseinvest.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Associate, Strategic Accounts and Client Service
Location
Kansas City Metropolitan Area, United States, United States
Company size
Who is Jacob Winters? Overview
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Quick answer
Jacob Winters is listed as Associate, Strategic Accounts and Client Service at Tortoise Capital, a company with 54 employees, based in Kansas City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at tortoiseinvest.com and a matched LinkedIn profile for Jacob Winters.
Jacob Winters previously worked as Vice President, Investor Relations at Tortoise Capital and Vice President, Service Operations at Tortoise. Jacob Winters holds Bachelor Of Science (B.S.), Finance from The University Of Kansas.
Company email context
Email format at Tortoise Capital
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{first_initial}{last}@tortoiseinvest.com
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AeroLeads found 1 current-domain work email signal for Jacob Winters. Compare company email patterns before reaching out.
Profile bio
About Jacob Winters
Jacob Winters is a Associate, Strategic Accounts and Client Service at Tortoise Capital. He possess expertise in microsoft office, outlook, funding, team leadership, adrs and 37 more skills.
Listed skills include Microsoft Office, Outlook, Funding, Team Leadership, and 38 others.
Current workplace
Jacob Winters's current company
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Tortoise Capital
9 roles
Jacob Winters work experience
A career timeline built from the work history available for this profile.
Vice President, Investor Relations
Current
Apr 2024 - Present
Vice President, Service Operations
Jul 2021 - Apr 2024
Senior Operations Analyst
Jun 2019 - Jun 2021
Investment Operations Specialist
Feb 2017 - Jun 2019
Operations Team Manager, Income
- Research and reconcile advanced exceptions and outages while providing insight and solutions to business partners and colleagues.
- Oversee a team of four associates whose job roles include: dividend income processing, asset setup, bond principal and interest processing, and American Depository Receipt tax reclaims.
- Verify compliance with diverse and intricate tax reclaim requirements per the regulations set by foreign tax authorities.
- Facilitated an internal audit to bring five years of tax reclaims, that were in arrears, to current, while revising processes and recovering $6 million in refunds.
- Ensure timely and precise payments, averaging $2 billion monthly, are made to client accounts, either through processing of an event or manual entry.
- Validate over 1,000 new security setups monthly and maintain accuracy using a number of third-party vendors.
May 2013 - Jan 2017
Senior Operations Associate, Security Settlements
- Gained and expanded knowledge in numerous roles of securities settlement through working with several associates and various financial programs.
- Executed acquired knowledge to be a multi-faceted resource within the unit to ensure business continuity.
Mar 2013 - Apr 2013
Operations Associate, Security Settlements
- Performed complex global cash processing and funding tasks for numerous clients, within both domestic and foreign markets.
- Participated in a pilot job rotation program to gain exposure to other areas of the operations division including mutual funds and account reconcilement.
Dec 2011 - Feb 2013
Mutual Fund/Securities Representative
Oct 2009 - Dec 2011
1 education record
Jacob Winters education
FAQ
Frequently asked questions about Jacob Winters
Quick answers generated from the profile data available on this page.
What company does Jacob Winters work for?
Jacob Winters works for Tortoise Capital.
What is Jacob Winters's role at Tortoise Capital?
Jacob Winters is listed as Associate, Strategic Accounts and Client Service at Tortoise Capital.
What is Jacob Winters's email address?
AeroLeads has found 1 work email signal at @tortoiseinvest.com for Jacob Winters at Tortoise Capital.
Where is Jacob Winters based?
Jacob Winters is based in Kansas City Metropolitan Area, United States, United States while working with Tortoise Capital.
What companies has Jacob Winters worked for?
Jacob Winters has worked for Tortoise Capital, Tortoise, Tortoiseecofin, American Century Investments, and Umb Bank.
How can I contact Jacob Winters?
You can use AeroLeads to view verified contact signals for Jacob Winters at Tortoise Capital, including work email, phone, and LinkedIn data when available.
What schools did Jacob Winters attend?
Jacob Winters holds Bachelor Of Science (B.S.), Finance from The University Of Kansas.
What skills is Jacob Winters known for?
Jacob Winters is listed with skills including Microsoft Office, Outlook, Funding, Team Leadership, Adrs, Globetax, Securities, and Dtc.
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