Jason Sippel

Jason Sippel Email and Phone Number

Investment Support Specialist at Optimum Investment Advisors @ Optimum Investment Advisors
chicago, illinois, united states
Jason Sippel's Location
Lombard, Illinois, United States, United States
Jason Sippel's Contact Details

Jason Sippel personal email

n/a

Jason Sippel phone numbers

About Jason Sippel

Experienced Investment Analyst with a demonstrated history of working in the Investment Management industry. Skilled in Visual Basic, R programming, Microsoft Excel with Macros, Microsoft Word, Microsoft PowerPoint, Asset Management, Data Analysis, and Strategic Planning. Strong finance professional with a Master's degree focused in Quantitative Finance from Bradley University.

Jason Sippel's Current Company Details
Optimum Investment Advisors

Optimum Investment Advisors

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Investment Support Specialist at Optimum Investment Advisors
chicago, illinois, united states
Website:
optimuminvestment.com
Employees:
18
Jason Sippel Work Experience Details
  • Optimum Investment Advisors
    Investment Support Specialist
    Optimum Investment Advisors Mar 2019 - Present
    Chicago, Illinois
    View
  • Self-Employed
    Equity Options Trader
    Self-Employed Oct 2017 - Present
    Lombard, Il
  • Optimum Investment Advisors
    Trader
    Optimum Investment Advisors Dec 2015 - May 2016
    Chicago, Il
    -Executed trades for portfolio managers in Equities and Options-Presented Analysis on performance of their trading strategy-Used Macros in Excel to automate analysis-Used Orion Advisory Service for Trading/Billing/Reports
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  • Chapin Davis, Inc.
    Assistant Portfolio Manager
    Chapin Davis, Inc. Jan 2014 - May 2015
    Peoria, Illinois Area
    Best and Brightest Internship:- Developed forecasting models to create an equity portfolio for high net-worth individuals.- Lead/participated in weekly meetings with the asset manager to analyze investment opportunities and provided financial recommendations.- Monitored and analyzed financial, statistical and operational data trends.- Analyzed projects for capital deployment and help structure a multi-million dollar portfolio.- Created and maintained precise and accurate models, charts and reports. - Consolidated financial data and materials for key leadership meetings. - Developed models on excel and R programming for diverse projects and analysis. - Presented "what if" scenarios for forecasting strategies.
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  • Follett Educational Services
    Warehouse Associate
    Follett Educational Services May 2011 - Aug 2011
    Woodridge, Il
    Performed shipping and receiving functions and responsibilities. Sorted, stocked and processed inventory as well as maintained a high level of productivity and accuracy.

Jason Sippel Skills

Microsoft Office Microsoft Excel Microsoft Word Powerpoint Windows Strategic Planning Asset Management Financial Analysis Portfolio Management Team Leadership Equities Public Speaking Visual Basic Data Analysis

Jason Sippel Education Details

Frequently Asked Questions about Jason Sippel

What company does Jason Sippel work for?

Jason Sippel works for Optimum Investment Advisors

What is Jason Sippel's role at the current company?

Jason Sippel's current role is Investment Support Specialist at Optimum Investment Advisors.

What is Jason Sippel's email address?

Jason Sippel's email address is js****@****vis.com

What is Jason Sippel's direct phone number?

Jason Sippel's direct phone number is +141043*****

What schools did Jason Sippel attend?

Jason Sippel attended Pontifical College Josephinum, Bradley University, Glenbard East, Lombard Il.

What skills is Jason Sippel known for?

Jason Sippel has skills like Microsoft Office, Microsoft Excel, Microsoft Word, Powerpoint, Windows, Strategic Planning, Asset Management, Financial Analysis, Portfolio Management, Team Leadership, Equities, Public Speaking.

Who are Jason Sippel's colleagues?

Jason Sippel's colleagues are Steel Bokhof, Marie Lorden, A. David Holland, Keith Pinsoneault, Barbara Trzebunia, Mary Pierson, Joyce Taylor.

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