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JL

Jake Lowenstein

AVP | Strategy and Management at Bank of America
Intro Book
Strategic banking and finance expert with research and business analysis skills.
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Location
Malibu, California, United States, US
Skills
  • Public Speaking
  • Microsoft Office
  • Powerpoint
  • Microsoft Word
  • Primary Research
  • Show all
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Bio

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Jake Lowenstein is a seasoned banking and finance professional with 7 years of experience in strategy and management, as well as research and business analysis. He holds an MBA from Pepperdine Graziadio Business School and a degree in Economics from Chapman University.

Experience

  • Bank of America
    • AVP | Strategy and Management
      • Jul 2020 - Present

  • Balboa Capital
    • Account Manager
      • Oct 2015 - Sep 2017

      • Worked with small and medium sized businesses on their equipment financing and working capital needs• Create loan contracts typically between $20,000 and $200,000, structured to minimize costs and maximize return on investment for businesses capital expenditures• Analyze bank statements, balance sheets, year to date financials, as well as personal credit scores to determine the best type of financing for each business

  • Bainbridge
    • Business Analyst Intern
      • Jun 2014 - Aug 2014

      • Conducted primary and secondary source research and analysis on a variety of projects for international and domestic Fortune 500 clients in the construction, telecom, IT and health insurance sectors • Managed a team of research contractors and coordinated the data analytics process on a key project for a multinational Fortune 500 company in the construction industry. This research assisted the firm’s expansion strategies in Brazil, Mexico, India, Australia, as well as the United Kingdom

Education

  • 2018 - 2020
    Pepperdine Graziadio Business School
    Master of Business Administration - MBA
  • 2011 - 2015
    Chapman University
    Economics, Economics

Suggested Services

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

Industry Focus. “Banking and Financial Services”

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