Jake Sheldon, Cfa
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Jake Sheldon, Cfa Email & Phone Number

Associate Director, Wealth Strategies at Bernstein Private Wealth Management at Bernstein Private Wealth Management
Location: Seattle, Washington, United States 9 work roles 2 schools
1 work email found @bernstein.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email j****@bernstein.com
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Current company
Bernstein Private Wealth Management
Role
Associate Director, Wealth Strategies at Bernstein Private Wealth Management
Location
Seattle, Washington, United States
Company size
676 employees

Who is Jake Sheldon, Cfa? Overview

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Quick answer

Jake Sheldon, Cfa is listed as Associate Director, Wealth Strategies at Bernstein Private Wealth Management at Bernstein Private Wealth Management, a company with 676 employees, based in Seattle, Washington, United States. AeroLeads shows a work email signal at bernstein.com and a matched LinkedIn profile for Jake Sheldon, Cfa.

Jake Sheldon, Cfa previously worked as Associate Director, Wealth Strategies at Bernstein Private Wealth Management and Senior Analyst, Wealth Strategies at Bernstein Private Wealth Management. Jake Sheldon, Cfa holds Bachelor Of Science (Bs), Business Administration, Finance from University Of Northern Colorado.

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Email format at Bernstein Private Wealth Management

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*@bernstein.com
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Profile bio

About Jake Sheldon, Cfa

Graduate from the Monfort College of Business at the University of Northern Colorado with a degree in Business Finance and a minor in Economics.Also competed in Division I tennis at the University of Northern Colorado.

Listed skills include Microsoft Office, Microsoft Excel, Powerpoint, Leadership, and 6 others.

Current workplace

Jake Sheldon, Cfa's current company

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Bernstein Private Wealth Management
Bernstein Private Wealth Management
Associate Director, Wealth Strategies at Bernstein Private Wealth Management
new york, new york, united states
Website
bernstein.com
Employees
676
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9 roles

Jake Sheldon, Cfa work experience

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

Private Client Associate

Bernstein Private Wealth Management

Denver, Colorado

  • Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation
  • Partner with team members to accomplish a common goal of providing exceptional service
  • Interact with clients to support all aspects of their servicing needs related to the management of their relationship
Jul 2017 - Jun 2019

Analyst

Goldman Sachs

Salt Lake City, Utah

  • Performed funding calculations, risk analyses and gather exception approvals for high risk PWM asset transfers
  • Managed multiple intra-day cutoffs to ensure asset transfer request approval prior to applicable market deadlines
  • Monitored trading activity requiring regulatory extensions and filings
  • Tested system enhancements to ensure appropriate infrastructure to meet client needs, internal control standards, and external regulatory requirements
Jul 2016 - Jul 2017

Summer Analyst

Goldman Sachs

Salt Lake City

  • Worked within the Global Fund Management Team- Mutual Funds
  • Assisted in daily tasks including risk management, monitoring, execution and settlement of trades
  • Learned U.S and International mutual fund investment flows, specializing in money markets
  • Completed projects to improve efficiency across divisions
May 2015 - Aug 2015

Assistant Tennis Pro

Lifetime Athletic

Centennial, CO

Jun 2014 - Aug 2014

Sales Associate

Game-Set-Match
Apr 2011 - Aug 2013
Team & coworkers

Colleagues at Bernstein Private Wealth Management

Other employees you can reach at bernstein.com. View company contacts for 676 employees →

CG Christopher Gouryh Christopher Gouryh Colleague at Bernstein Private Wealth ManagementNew York, New York, United States, United States View → JF Jack Feit Jack Feit Colleague at Bernstein Private Wealth ManagementGreater Boston, United States View → DC Dayne Crist Dayne Crist Colleague at Bernstein Private Wealth ManagementLos Angeles, California, United States, United States View → MA Mary Ann Best Mary Ann Best Colleague at Bernstein Private Wealth ManagementUnited States, United States View → RS Rachel Spicer Rachel Spicer Colleague at Bernstein Private Wealth ManagementAtlanta, Georgia, United States, United States View → AZ Alan Ziegler Alan Ziegler Colleague at Bernstein Private Wealth ManagementChicago, Illinois, United States, United States View → HP Hank Pariseau Hank Pariseau Colleague at Bernstein Private Wealth ManagementTampa, Florida, United States, United States View → EK Ellie Kiernan Ellie Kiernan Colleague at Bernstein Private Wealth ManagementNew York, New York, United States, United States View → RD Robert Dietz, Cfa Robert Dietz, Cfa Colleague at Bernstein Private Wealth ManagementCottage Grove, Minnesota, United States, United States View → DW Drew W. Harker Drew W. Harker Colleague at Bernstein Private Wealth ManagementBoston, Massachusetts, United States, United States View →
2 education records

Jake Sheldon, Cfa education

Education record

Legend High School
FAQ

Frequently asked questions about Jake Sheldon, Cfa

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

What company does Jake Sheldon, Cfa work for?

Jake Sheldon, Cfa works for Bernstein Private Wealth Management.

What is Jake Sheldon, Cfa's role at Bernstein Private Wealth Management?

Jake Sheldon, Cfa is listed as Associate Director, Wealth Strategies at Bernstein Private Wealth Management at Bernstein Private Wealth Management.

What is Jake Sheldon, Cfa's email address?

AeroLeads has found 1 work email signal at @bernstein.com for Jake Sheldon, Cfa at Bernstein Private Wealth Management.

Where is Jake Sheldon, Cfa based?

Jake Sheldon, Cfa is based in Seattle, Washington, United States while working with Bernstein Private Wealth Management.

What companies has Jake Sheldon, Cfa worked for?

Jake Sheldon, Cfa has worked for Bernstein Private Wealth Management, Goldman Sachs, Lifetime Athletic, and Game-Set-Match.

Who are Jake Sheldon, Cfa's colleagues at Bernstein Private Wealth Management?

Jake Sheldon, Cfa's colleagues at Bernstein Private Wealth Management include Christopher Gouryh, Jack Feit, Dayne Crist, Mary Ann Best, and Rachel Spicer.

How can I contact Jake Sheldon, Cfa?

You can use AeroLeads to view verified contact signals for Jake Sheldon, Cfa at Bernstein Private Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Jake Sheldon, Cfa attend?

Jake Sheldon, Cfa holds Bachelor Of Science (Bs), Business Administration, Finance from University Of Northern Colorado.

What skills is Jake Sheldon, Cfa known for?

Jake Sheldon, Cfa is listed with skills including Microsoft Office, Microsoft Excel, Powerpoint, Leadership, Customer Service, Sales, Microsoft Word, and Time Management.

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