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Jake Koodrich, Cfa Email & Phone Number

Fixed Income Capital Markets at Badgley Phelps Wealth Managers
Location: Greater Seattle Area, United States, United States 9 work roles 1 school
1 work email found @getbuilding.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Work email j****@getbuilding.com
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Current company
Badgley Phelps Wealth Managers
Role
Fixed Income Capital Markets
Location
Greater Seattle Area, United States, United States
Company size
31 employees

Who is Jake Koodrich, Cfa? Overview

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Quick answer

Jake Koodrich, Cfa is listed as Fixed Income Capital Markets at Badgley Phelps Wealth Managers, a company with 31 employees, based in Greater Seattle Area, United States, United States. AeroLeads shows a work email signal at getbuilding.com and a matched LinkedIn profile for Jake Koodrich, Cfa.

Jake Koodrich, Cfa previously worked as Fixed Income Trader at Badgley Phelps Wealth Managers and Senior Credit Analyst at Build Asset Management. Jake Koodrich, Cfa holds Bachelor Of Arts - Ba from University Of Pennsylvania.

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Email format at Badgley Phelps Wealth Managers

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{first}@getbuilding.com
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Profile bio

About Jake Koodrich, Cfa

Credit-oriented fixed income professional, with 10 years of varied experience. Seek to contribute toward achieving reasoned and profitable fixed income investment outcomes.

Listed skills include Credit, Fixed Income, Bonds, Corporate Bonds, and 3 others.

Current workplace

Jake Koodrich, Cfa's current company

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

Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Fixed Income Capital Markets
seattle, washington, united states
Website
badgley.com
Employees
31
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Company profile
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9 roles · 23 years

Jake Koodrich, Cfa work experience

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

Senior Credit Analyst

Build Asset Management

Seattle, WA

  • Oversaw investment grade corporate credit exposure for a fixed income fund strategy with AUM of $100 million.
  • Made company- and CUSIP-level corporate credit recommendations for a rolling roster of 50 companies, primarily in the industrial, utility, and REIT sectors.
  • Created and refined credit scoring models for investment grade companies in the industrial, utility, and REIT sectors.
2020 - Aug 2023

Senior Vice President, Fixed Income Credit Sales

Brean Capital, Llc

Kirkland, WA

  • Facilitated the corporate bond sales effort as a “Desk Analyst”, focusing on investment grade industrial, consumer, and technology credits.
  • Identified and communicated relative value opportunities to the sales force and accounts in the secondary and new issue credit markets through fundamental and technical analysis.
2016 - 2019 ~3 yrs

Credit Strategist

D.A. Davidson Companies

Seattle, WA

  • Strengthened the corporate bond sales effort by recommending relative value opportunities within sectors and the capital structures of investment grade and crossover credits.
  • Contributed to a firm-wide, published monthly corporate credit overview, which identified the various factors impacting corporate credit on a market, sector, and issuer basis.
2012 - 2016 ~4 yrs

Fixed Income Analyst

Raymond James

Memphis, TN

  • Presented trade ideas and supported the corporate bond trading desk through the fundamental and technical analysis of investment grade and high yield corporate issuers and bonds.
2011 - 2012 ~1 yr

Portfolio Strategies

Raymond James

Memphis, TN

  • Processed and analyzed fixed income investment portfolios using Yield Book analytics, with the analytical results being communicated and implemented to enhance portfolio performance.
  • Initiated and analyzed investment swap ideas using Yield Book and RPM analytics.
2010 - 2011 ~1 yr

Assistant Language Teacher And Assistant On-Site Coordinator

Real Communications Solutions

Saitama, Japan

  • Co-created and taught the English language curriculum in Japanese public schools at the elementary, junior high, and high school levels.
2008 - 2010 ~2 yrs

Junior Financial Analyst

First Albany Corp.

New York, NY

  • Served as a secondary analyst in the high yield research department, co-authoring published reports in the consumer products sector.
  • Developed financial models and relative value analyses in the consumer products and food and beverage sectors, which appeared in periodic sector publications.
2004 - 2006 ~2 yrs

Taxable Fixed Income Research Associate

First Albany Corp.

Sewickley, PA

  • Created financial models and analytical reports for investment grade and crossover credits.
  • Conducted in depth reviews of indentures and credit agreements to assess potential negative event risks.
2003 - 2004 ~1 yr
Team & coworkers

Colleagues at Badgley Phelps Wealth Managers

Other employees you can reach at badgley.com. View company contacts for 31 employees →

CR Chloe Rushing Chloe Rushing Colleague at Badgley Phelps Wealth ManagersSeattle, Washington, United States, United States View → TT Tim Thomas, Cfa Tim Thomas, Cfa Colleague at Badgley Phelps Wealth ManagersSeattle, Washington, United States, United States View → EC Elizabeth Coll Elizabeth Coll Colleague at Badgley Phelps Wealth ManagersSeattle, Washington, United States, United States View → EO Eileen Olson, Mba Eileen Olson, Mba Colleague at Badgley Phelps Wealth ManagersGreater Seattle Area, United States View → PM Phillip Mabry Phillip Mabry Colleague at Badgley Phelps Wealth ManagersCowpens, South Carolina, United States, United States View → CP Curtis Pepin Curtis Pepin Colleague at Badgley Phelps Wealth ManagersBellevue, Washington, United States, United States View → SE Soren Erickson, Cfa Soren Erickson, Cfa Colleague at Badgley Phelps Wealth ManagersSeattle, Washington, United States, United States View → MS Mike Schultz, Chfc® Mike Schultz, Chfc® Colleague at Badgley Phelps Wealth ManagersSeattle, Washington, United States, United States View → MW Michael Whitehead Michael Whitehead Colleague at Badgley Phelps Wealth ManagersSeattle, Washington, United States, United States View → AH Andrew Hooley, Cfa, Cfp® Andrew Hooley, Cfa, Cfp® Colleague at Badgley Phelps Wealth ManagersSeattle, Washington, United States, United States View →
1 education record

Jake Koodrich, Cfa education

FAQ

Frequently asked questions about Jake Koodrich, Cfa

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

What company does Jake Koodrich, Cfa work for?

Jake Koodrich, Cfa works for Badgley Phelps Wealth Managers.

What is Jake Koodrich, Cfa's role at Badgley Phelps Wealth Managers?

Jake Koodrich, Cfa is listed as Fixed Income Capital Markets at Badgley Phelps Wealth Managers.

What is Jake Koodrich, Cfa's email address?

AeroLeads has found 1 work email signal at @getbuilding.com for Jake Koodrich, Cfa at Badgley Phelps Wealth Managers.

Where is Jake Koodrich, Cfa based?

Jake Koodrich, Cfa is based in Greater Seattle Area, United States, United States while working with Badgley Phelps Wealth Managers.

What companies has Jake Koodrich, Cfa worked for?

Jake Koodrich, Cfa has worked for Badgley Phelps Wealth Managers, Build Asset Management, Brean Capital, Llc, D.A. Davidson Companies, and Raymond James.

Who are Jake Koodrich, Cfa's colleagues at Badgley Phelps Wealth Managers?

Jake Koodrich, Cfa's colleagues at Badgley Phelps Wealth Managers include Chloe Rushing, Tim Thomas, Cfa, Elizabeth Coll, Eileen Olson, Mba, and Phillip Mabry.

How can I contact Jake Koodrich, Cfa?

You can use AeroLeads to view verified contact signals for Jake Koodrich, Cfa at Badgley Phelps Wealth Managers, including work email, phone, and LinkedIn data when available.

What schools did Jake Koodrich, Cfa attend?

Jake Koodrich, Cfa holds Bachelor Of Arts - Ba from University Of Pennsylvania.

What skills is Jake Koodrich, Cfa known for?

Jake Koodrich, Cfa is listed with skills including Credit, Fixed Income, Bonds, Corporate Bonds, Financial Analysis, High Yield Bonds, and Financial Markets.

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