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Jacob Ranallo

Assistant Director Portfolio Management at Vector Wealth Management
Intro Book
Experienced finance leader with 13+ years of experience in financial services, wealth management, and analysis.
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Location
Minneapolis, Minnesota, United States, US
Skills
  • Financial Services
  • Loans
  • Analysis
  • Wealth Management
  • Investments
  • Show all
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Bio

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Jacob Ranallo is a seasoned finance professional with 13+ years of experience in financial services, wealth management, and analysis. He has held leadership roles at Vector Wealth Management and Wells Fargo Home Mortgage, and holds an MBA and BS in Accounting and Finance from the University of Minnesota and St. John's University, respectively.

Experience

  • Vector Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Assistant Director Portfolio Management
      • Mar 2022 - Present

    • Portfolio Management
      • Jan 2011 - Present

      My Current Role at Vector Wealth Management Involves:• Researching and analyzing investments across multiple asset classes to present findings and provide recommendations to an internal investment committee. • Implementing and executing portfolio strategies. Ongoing review of account allocations and re-balancing to ensure accounts are in compliance with comprehensive investment policies.

  • Wells Fargo Home Mortgage
    • Greater Minneapolis-St. Paul Area
    • Loan Specialist
      • May 2010 - Sep 2010
      • Greater Minneapolis-St. Paul Area

Education

  • 2013 - 2017
    University of Minnesota - Carlson School of Management
    Master of Business Administration (MBA), Finance
  • 2007 - 2011
    St. John's University
    Bachelor of Science (BS), Accounting and Finance

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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