Jacob Willms

Financial Analyst at The Milwaukee Company
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Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • English Native or bilingual proficiency
  • Spanish Limited working proficiency

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Bio

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Credentials

  • S65 - Uniform Investment Adviser Law Examination
    FINRA
    Aug, 2022
    - Nov, 2024
  • edX Verified Certificate for Financial Market Analysis
    edX
    Apr, 2021
    - Nov, 2024

Experience

  • The Milwaukee Company
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Analyst
      • Jun 2020 - Present

      - Responsible for development and maintenance of all firm coding projects, which includes backtesting, optimization, and forecasting. - Assist with portfolio operations and client accounts - Develop and maintain client account reports via Morningstar Office - Research trending topics within the financial services industry, including cryptocurrency, NFTs, and advanced financial and economic topics. - Responsible for development and maintenance of all firm coding projects, which includes backtesting, optimization, and forecasting. - Assist with portfolio operations and client accounts - Develop and maintain client account reports via Morningstar Office - Research trending topics within the financial services industry, including cryptocurrency, NFTs, and advanced financial and economic topics.

  • The Milwaukee Company
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Portfolio Strategist Intern
      • May 2019 - Apr 2020

      Working alongside the portfolio management team to assist them with portfolio strategy. I am working within R software to assist with the firm's transition to using customized programmed code scripts to solve portfolio optimizations and evaluate strategies. Other tasks include financial research, management of firm's social media accounts, and leading small projects.

    • Social Media Marketing Intern
      • Sep 2018 - May 2019

      • Created and manage a Twitter account to post daily tweets about market news and movements• Weekly conference calls with management to discuss branding strategies and social media presence

Education

  • DePaul University - Charles H. Kellstadt Graduate School of Business
    Master's degree, Computational Finance
    2019 - 2021
  • Arizona State University - W. P. Carey School of Business
    Master of Science, Finance (MSF)
    2018 - 2019
  • Arizona State University
    Bachelor of Science (B.S.), Finance, Economics
    2014 - 2018

Community

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