Jake Margolis

Jake Margolis Email and Phone Number

Senior Associate, Business Development at Sheridan Capital Partners @ Sheridan Capital Partners
Jake Margolis's Location
New York, New York, United States, United States
Jake Margolis's Contact Details

Jake Margolis work email

Jake Margolis personal email

n/a
About Jake Margolis

Jake Margolis is a Senior Associate, Business Development at Sheridan Capital Partners at Sheridan Capital Partners. He possess expertise in business development, leadership, microsoft office, sales prospecting, salesforce.com and 1 more skills.

Jake Margolis's Current Company Details
Sheridan Capital Partners

Sheridan Capital Partners

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Senior Associate, Business Development at Sheridan Capital Partners
Jake Margolis Work Experience Details
  • Sheridan Capital Partners
    Senior Associate, Business Development
    Sheridan Capital Partners Aug 2023 - Present
    Chicago, Illinois, Us
    View
  • Datasite
    Director - Private Equity Sales
    Datasite Feb 2021 - Aug 2023
    Minneapolis, Minnesota, Us
    View
  • Datasite
    Associate
    Datasite Jan 2020 - Feb 2021
    Minneapolis, Minnesota, Us
    View
  • Pitchbook Data
    Sales Development Representative
    Pitchbook Data Aug 2018 - Jan 2020
    Seattle, Washington, Us
    View
  • Piper Jaffray
    Summer Intern, Institutional Equity Sales & Trading
    Piper Jaffray May 2017 - Jul 2017
    Minneapolis, Mn, Us
    - Rotation in institutional equity sales, trading and municipal sales- Composed a summary of daily morning research calls for distribution to sales and trading team- Attended Annual Consumer Conference for companies in the restaurant, retail and other food services- Completed several industry research projects for salesmen to present to clients- Researched impact of Amazon/Whole Foods transaction on other retailers
    View
  • Scoggin Capital Management, Lp Ii
    Summer Intern
    Scoggin Capital Management, Lp Ii Jun 2016 - Jul 2016
    Us
    - Assisted the research analysts in assessing investment opportunities across both debt and equity securities for multi strategy event driven hedge fund with over $1 billion AUM- Explored equity markets, commodities, currencies, IPO's, structured products, options, and distressed debt- Pitched stock recommendations to managing partners and team of research analysts
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  • Bank Of America Merrill Lynch
    Summer Intern, Capital Markets
    Bank Of America Merrill Lynch Jun 2013 - Jul 2013
    Charlotte, Nc, Us
    Rotated through Market-Linked Investments and Equity Sales and Trading. Reviewed deal-tracker database to verify and cross-check historical transactions and pricing information. Worked directly with Vice President on various research projects to support equity transactions that were coming to market.
    View

Jake Margolis Skills

Business Development Leadership Microsoft Office Sales Prospecting Salesforce.com Inside Sales

Jake Margolis Education Details

  • Miami University
    Miami University
    Economics
  • Riverdale Country School
    Riverdale Country School
    High School

Frequently Asked Questions about Jake Margolis

What company does Jake Margolis work for?

Jake Margolis works for Sheridan Capital Partners

What is Jake Margolis's role at the current company?

Jake Margolis's current role is Senior Associate, Business Development at Sheridan Capital Partners.

What is Jake Margolis's email address?

Jake Margolis's email address is ja****@****ite.com

What schools did Jake Margolis attend?

Jake Margolis attended Miami University, Riverdale Country School.

What skills is Jake Margolis known for?

Jake Margolis has skills like Business Development, Leadership, Microsoft Office, Sales Prospecting, Salesforce.com, Inside Sales.

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