David Jacobberger
Lees Summit,MO
Summary
Detail Oriented and sociable Financial Analyst possessing expertise in risk management, quantitative modeling, and strategy development. Regular use of Python and Excel in developing statistics useful for decision making on investments. CFA Level 2 Candidate (Nov 2024).
Overview
11
11
years of professional experience
Work History
Financial Analyst/Trader
Precision Wealth Advisors
12.2019 - Current
- A member of the firm's Investment Committee
- Develops statistics in Python and Excel useful for Investment decision making
- Responsible for keeping the firm's portfolios up to date in a manner that matches our investment goals.
- Responsible for technical understanding of our models and presentation to leadership
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
New Business Case Manager
Producers Financial Network
07.2013 - 12.2019
- Monitored and expedited new cases from advisors and agents, finding and removing processing bottlenecks while keeping clear communication with clients.
- Assisted in the development of proposals and presentations for prospective clients, showcasing company capabilities and expertise in handling complex business cases.
- Presented findings from market research initiatives to leadership, influencing strategic decision-making processes within the company.
Education
Bachelor of Science - Finance
University of Colorado At Colorado Springs
Colorado Springs, CONo Degree - CFA Level 2 Candidate
CFA Institute
11.2024
Skills
- Detail Oriented
- Self Starter
- Quantitative Analysis
- Python
- Microsoft Excel
- Strong Interpersonal Skills
- Dependable and Responsible
- Calm Under Pressure
Timeline
Financial Analyst/Trader
Precision Wealth Advisors
12.2019 - Current
New Business Case Manager
Producers Financial Network
07.2013 - 12.2019
Bachelor of Science - Finance
University of Colorado At Colorado Springs
No Degree - CFA Level 2 Candidate
CFA Institute
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