Jake Steffens Email and Phone Number
Jake Steffens work email
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Jake Steffens personal email
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Centura Wealth Advisory is a wealth management firm serving individuals, families and institutions seeking a planned, precise and purposeful approach to looking out for your financial future. Located in San Diego, California, Centura serves high net worth and ultra-high net worth clients. Our Liberated Wealth® process is designed to unburden your financial headaches and provide a methodical, transparent and accountable approach to achieving your financial goals.
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Chief Growth OfficerAcrometa Solutions LlcCleveland, Oh, Us -
Client Services AssociateCentura Wealth Advisory Apr 2024 - PresentSan Diego, California, UsCCG Wealth Management LLC (“Centura”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Centura and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at https://centurawealth.com/. -
Ceo/FounderMelodic Labs Consulting Jan 2022 - Mar 2024- Pioneer repeatable processes and frameworks for funding, culture building, and growth strategies.- Optimize business plans and external communications through meticulous fact-finding and data analysis.- Fulfil operational and leadership within multiple seed-stage startups to help launch their companies.- Demonstrate mastery of various business activities to establish actionable and wide-ranging expertise. -
Chief Growth Officer/Co-FounderAcrometa Solutions Llc Jun 2022 - Jun 2023- Pioneered the “Launchpad to web3 Utility” by creating a multi-media ecosystem driven by an NFT subscription plan incentivizing community members to explore the powerful use cases of digital assets.- Lead a talented team of developers, designers, and researchers scaling from 3 to 15 employees within 1 year.- Architected tokenomics strategy that enabled platform governance and rewards for collectors and creators.- Directed end-to-end UX design through iterative prototyping, user testing, and data analysis.- Propelled a UGC flywheel through experiential learning, engagement-based rewards, and cultivating a collector mindset. -
Portfolio Management AssociateCarnegie Investment Counsel Sep 2020 - Apr 2022Pepper Pike, Ohio, Us- Facilitated the management of $450 million in client assets under two portfolio managers at a $4.5b RIA- Conducted valuable research focused on disruptive innovation that drove meaningful investment decisions- Engineered an inspiring client presentation that led directly to a $25 million investment- Established and continuously improved processes critical to the performance of our team- Capitalized on original data models and pattern recognition skills to consistently identify portfolio opportunities by utilizing Bloomberg, Excel, and Black Diamond portfolio management software- Worked directly with high-net-worth clients and a family office to ensure a top-tier experience- Spearheaded numerous market blogs that uniquely conveyed complex ideas to existing and potential clients -
Head AnalystOhio University Derivatives Management Group Jan 2019 - Sep 2020Athens, Ohio, Us- Presented various futures, options, and swaps plays developed through fundamental and technical analysis- Collaborated with team members to capitalize on opportunities in the market- Utilized Bloomberg to analyze securities with back-testing strategies- Networked with investment professionals, alumni, and faculty to gain insight into investment strategies -
InternOhio University Derivatives Management Group Sep 2018 - Jan 2019Athens, Ohio, Us -
MemberOhio University Entrepreneurs Sep 2017 - Sep 2020
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Financial Representative InternNorthwestern Mutual May 2019 - Oct 2019Milwaukee, Wi, Us
Jake Steffens Skills
Jake Steffens Education Details
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Ohio UniversityFinance - Investments
Frequently Asked Questions about Jake Steffens
What company does Jake Steffens work for?
Jake Steffens works for Acrometa Solutions Llc
What is Jake Steffens's role at the current company?
Jake Steffens's current role is Chief Growth Officer.
What is Jake Steffens's email address?
Jake Steffens's email address is 16****@****ail.com
What schools did Jake Steffens attend?
Jake Steffens attended Ohio University.
What skills is Jake Steffens known for?
Jake Steffens has skills like Accounting, Team Leadership, Microsoft Excel, Teamwork, Bloomberg Terminal, Communication, Time Management, Microsoft Word.
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