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Jake Braund, Cfa® is listed as Portfolio Manager at Associated Bank Wealth Management at Associated Bank, a company with 4459 employees, based in Milwaukee, Wisconsin, United States. AeroLeads shows a work email signal at associatedbank.com and a matched LinkedIn profile for Jake Braund, Cfa®.
Jake Braund, Cfa® previously worked as Portfolio Manager - VP at Associated Bank and Investment Associate at Associated Bank. Jake Braund, Cfa® studied at Cfa Institute.
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AeroLeads found 1 current-domain work email signal for Jake Braund, Cfa®. Compare company email patterns before reaching out.
I currently work with an amazingly brilliant team of Security Analysts, subject-matter experts, and fellow Portfolio Managers to identify and select customized portfolios for personal trust, foundation, and retirement plan clients in the Southeastern Wisconsin area.
Listed skills include Microsoft Excel, Microsoft Office, Financial Analysis, Investments, and 26 others.
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Greater Milwaukee Area
As a discretionary portfolio manager in Associated Bank's Wealth Management division, I spend a lot of time meeting with my clients to develop fully personalized investment portfolios. Although my current book of business has grown to over $200 million in AUM, the clients I work with range considerably in both type - including trusts, high net-worth.
Greater Milwaukee Area
- Work with portfolio managers on research initiatives, stock fundamental analysis, and overall portfolio analysis and monitoring to ensure keeping with account guidelines and restrictions- Perform daily administrative and account management functions in the daily administration of trust portfolios under direction of the portfolio management team..
Milwaukee, WI
Other employees you can reach at associatedbank.com. View company contacts for 4459 employees →
Ashley Bloom
Colleague at Associated Bank
Green Bay, Wisconsin, United States, United States
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MN
Mary Neuman
Colleague at Associated Bank
Fall River, Wisconsin, United States, United States
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Nathan Rehm
Colleague at Associated Bank
Madison, Wisconsin, United States, United States
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NY
Nicholas Yamamoto
Colleague at Associated Bank
Kansas City, Missouri, United States, United States
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TD
Teresa Dictus
Colleague at Associated Bank
Appleton, Wisconsin, United States, United States
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KG
Kimberly Givhan
Colleague at Associated Bank
Madison, Wisconsin, United States, United States
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JK
Julia Kreimont
Colleague at Associated Bank
Greater Chicago Area, United States
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JB
Josh Beach
Colleague at Associated Bank
Minneapolis, Minnesota, United States, United States
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JS
Jessica Schmit
Colleague at Associated Bank
Greater Milwaukee, United States
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JE
John Estuve
Colleague at Associated Bank
Potwin, Kansas, United States, United States
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CFA Charterholder
Completed Coursework: - Introduction to Python (July 2019) - Intermediate Python for Data Science (Aug 2019) - Python Data Science Toolbox.
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Jake Braund, Cfa® works for Associated Bank.
Jake Braund, Cfa® is listed as Portfolio Manager at Associated Bank Wealth Management at Associated Bank.
AeroLeads has found 1 work email signal at @associatedbank.com for Jake Braund, Cfa® at Associated Bank.
Jake Braund, Cfa® is based in Milwaukee, Wisconsin, United States while working with Associated Bank.
Jake Braund, Cfa® has worked for Associated Bank and Umb Fund Services.
Jake Braund, Cfa®'s colleagues at Associated Bank include Ashley Bloom, Mary Neuman, Nathan Rehm, Nicholas Yamamoto, and Teresa Dictus.
You can use AeroLeads to view verified contact signals for Jake Braund, Cfa® at Associated Bank, including work email, phone, and LinkedIn data when available.
Jake Braund, Cfa® studied at Cfa Institute.
Jake Braund, Cfa® is listed with skills including Microsoft Excel, Microsoft Office, Financial Analysis, Investments, Leadership, Customer Service, Time Management, and Teamwork.
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