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Jake Coon, Cfa Email & Phone Number

Private Wealth Advisor at Goldman Sachs at Goldman Sachs
Location: Greater Chicago Area, United States, United States 8 work roles 3 schools
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Current company
Goldman Sachs
Role
Private Wealth Advisor at Goldman Sachs
Location
Greater Chicago Area, United States, United States
Company size
59372 employees

Who is Jake Coon, Cfa? Overview

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Quick answer

Jake Coon, Cfa is listed as Private Wealth Advisor at Goldman Sachs at Goldman Sachs, a company with 59372 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Jake Coon, Cfa.

Jake Coon, Cfa previously worked as Associate at Goldman Sachs and PWM Financial Analyst at Goldman Sachs. Jake Coon, Cfa holds Accounting And Finance from Washington University In St. Louis.

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Email format at Goldman Sachs

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Goldman Sachs

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Profile bio

About Jake Coon, Cfa

I am a Private Wealth Advisor for Goldman Sachs helping ultra-high net worth families. In 2023 I was able to complete my Chartered Financial Analyst (CFA) designation and am now a member of the CFA Society Chicago. I graduated from the Olin Business School at Washington University in St. Louis in December 2018 with a degree in Finance and Accounting while also playing football.In my spare time i enjoy sports, particularly the Chicago Bears and Chicago Cubs. My wife and I love to travel, enjoy great food & drink, and explore cities together.

Current workplace

Jake Coon, Cfa's current company

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Goldman Sachs
Goldman Sachs
Private Wealth Advisor at Goldman Sachs
new york, new york, united states
Website
goldmansachs.com
Employees
59372
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8 roles

Jake Coon, Cfa work experience

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

Associate

Current
Goldman Sachs

Chicago, Illinois

Associate within Private Wealth Management, a segment of the Goldman Sachs Asset and Wealth Management Division.

Dec 2022 - Present

Pwm Financial Analyst

Goldman Sachs

Chicago, Illinois

Financial analyst within Private Wealth Management, a segment of the Goldman Sachs Consumer and Wealth Management Division.

Jun 2019 - Dec 2022

Co-Founder And Board Member

Funtastech

Barrington

My partner, Scott Arnett, and I started up this business through the Barrington High School Business Incubator program. Our business is a technology tutoring company targeted towards older adults. Our service consists primarily of retirement home classes and in-home one-on-one sessions. I possessed the title of CFO but have worked almost every aspect of.

Jun 2014 - May 2019

Private Banking Intern

Bank Of Ireland

County Dublin, Ireland

-Build and manage client portfolios-Assist Private Banking Managers (PBM) sell to clients-Update customer data on company software per Central Bank regulations-Assist investment team manage funds

Jun 2017 - Aug 2017

Summer Intern

Dehnco Equipment Co

Barrington, IL

-Computer database update-Data inputting-Sales quotes follow-up calls-Sales pipeline navigation-Microsoft Excel modeling-Microsoft Dynamics client service management

May 2016 - Aug 2016

Camp Counselor

Barrington Park District

-One of five counselors for a sports camp-30 Campers ages 6-11-Created and set up various games-Managed schedule and timing for games, snack, and lunch-Had to adapt and lead the campers during inclement weather

Jun 2015 - Aug 2015
Team & coworkers

Colleagues at Goldman Sachs

Other employees you can reach at goldmansachs.com. View company contacts for 59372 employees →

AG Alexa Gorczycki Alexa Gorczycki Colleague at Goldman Sachs New York City Metropolitan Area, United States, United States View → WS Wendy Schrunk Wendy Schrunk Colleague at Goldman Sachs Chicago, Illinois, United States, United States View → SL Suhina Lalla, Ca(Sa) Cia Suhina Lalla, Ca(Sa) Cia Colleague at Goldman Sachs New York City Metropolitan Area, United States View → PS Pankaj Sharma Pankaj Sharma Colleague at Goldman Sachs Bengaluru, Karnataka, India, India View → CC Chen Chole Chen Chole Colleague at Goldman Sachs San Francisco, California, United States, United States View → QT Queenie Tsang Queenie Tsang Colleague at Goldman Sachs Hong Kong SAR, Hong Kong View → VA Victoria A. Rodriguez Victoria A. Rodriguez Colleague at Goldman Sachs New York, New York, United States, United States View → TB Tomasz Bąk Tomasz Bąk Colleague at Goldman Sachs Poland, Poland View → PJ Piotr Janiec Piotr Janiec Colleague at Goldman Sachs Wroclaw Metropolitan Area, Poland View → RE Ricky Estrada Ricky Estrada Colleague at Goldman Sachs New York, New York, United States, United States View →
3 education records

Jake Coon, Cfa education

Summer Classes, Finance, General

University College Dublin

Summer classes while interning at Bank of Ireland Private Banking. -Internship Project Module: Learned how to properly communicate within.

High School

Barrington High School

Activities and Societies: Captian of football team, captain of baseball team, Colts Leadership, IT Campaign, Broncos Committed, Snowflake.

FAQ

Frequently asked questions about Jake Coon, Cfa

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

What company does Jake Coon, Cfa work for?

Jake Coon, Cfa works for Goldman Sachs.

What is Jake Coon, Cfa's role at Goldman Sachs?

Jake Coon, Cfa is listed as Private Wealth Advisor at Goldman Sachs at Goldman Sachs.

Where is Jake Coon, Cfa based?

Jake Coon, Cfa is based in Greater Chicago Area, United States, United States while working with Goldman Sachs.

What companies has Jake Coon, Cfa worked for?

Jake Coon, Cfa has worked for Goldman Sachs, Washington University In St. Louis - Olin Business School, Funtastech, Bank Of Ireland, and Dehnco Equipment Co.

Who are Jake Coon, Cfa's colleagues at Goldman Sachs?

Jake Coon, Cfa's colleagues at Goldman Sachs include Alexa Gorczycki, Wendy Schrunk, Suhina Lalla, Ca(Sa) Cia, Pankaj Sharma, and Chen Chole.

How can I contact Jake Coon, Cfa?

You can use AeroLeads to view verified contact signals for Jake Coon, Cfa at Goldman Sachs, including work email, phone, and LinkedIn data when available.

What schools did Jake Coon, Cfa attend?

Jake Coon, Cfa holds Accounting And Finance from Washington University In St. Louis.

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