Jake Riski
Jackson,Wyoming
Overview
2
2
years of professional experience
1
1
Certification
Work History
Industrial Real Estate Agent
Marcus & Millichap
09.2023 - 08.2024
- Developed and maintained relationships with clients through networking and cold calling 300 owners per week.
- Advised clients on market conditions and property value for informed decision-making.
- Provided financial information and analytical data to potential buyers and sellers.
- Assisted clients in selling and purchasing 4 commercial properties.
Investment and Trading Associate
GHP Investment Advisors
05.2022 - 08.2023
- Analyzed company fundamentals and financial statements of over 80 companies to provide investment recommendations to the Investment Committee.
- Delivered detailed reports on equity and debt mutual funds/ETFs for clients.
- Executed over 100 discretionary trades per day, which involves making investment decisions for the firm.
- Conducted in-depth analysis of global economic trends and their impact on financial markets.
- Created macro-level research reports for the firm’s foreign-focused hedge fund.
Education
BBA - Finance
University of Colorado At Boulder
Boulder, CO05.2022
Skills
- Strong organizational skills
- Excellent teamwork
- Highly Professional
- Negotiation
- Sales Presentations
- Financial Planning
- Contract Negotiation
- Client-oriented
- Client management
- Works well independently
Certification
Texas Real Estate Sales Agent
Series 65
Securities Industry Essentials(SIE)
Timeline
Industrial Real Estate Agent
Marcus & Millichap
09.2023 - 08.2024
Investment and Trading Associate
GHP Investment Advisors
05.2022 - 08.2023
BBA - Finance
University of Colorado At Boulder
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