Overview
Work History
Education
Skills
Certification
Timeline
Generic

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, CO
05.2022

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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Jake Riski