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Jacob Roth
Investor Apprentice at Langdon Equity Partners
Economics and finance professional with experience in mortgage support and investment analysis.
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Location
Waterloo, Ontario, Canada, CA
Bio
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Topline AI
Jacob Roth is a seasoned finance professional with experience in mortgage support, investment analysis, and economics. He has worked as a Support Officer at Scotiabank, handling mortgage-related calls, and as an Analyst at Tribal Partners. Jacob holds a Bachelor of Arts degree in Economics and Financial Management from Wilfrid Laurier University.
Jacob has also gained experience as an Instructional Assistant at the Lazaridis School of Business & Economics at Wilfrid Laurier University, and as an Investor Apprentice at Langdon Equity Partners.
Credentials
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Excel 1
Prism Resources - Wilfrid Laurier UniversityOct, 2021- Apr, 2026
Experience
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Langdon Equity Partners
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Toronto, Ontario, Canada
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Investor Apprentice
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Jan 2024 - Apr 2024
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Toronto, Ontario, Canada
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Lazaridis School of Business & Economics at Wilfrid Laurier University
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Waterloo, Ontario, Canada
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EC285 Instructional Assistant
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Sep 2023 - Dec 2023
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Waterloo, Ontario, Canada
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Tribal Partners
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Canada
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Analyst
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May 2023 - Aug 2023
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Canada
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Support Officer
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May 2022 - Sep 2022
As a Support Officer, I was responsible for handling mortgage-related support calls by advising Scotiabank's employees and external partners on policies and processes relating to mortgage payouts, discharges, and adjusting clients' individual mortgages in an efficient manner.
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Education
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2021 - 2025Lazaridis School of Business & Economics at Wilfrid Laurier University
Bachelor of Arts - BA, Economics and Financial Management
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Investment Management”
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