Jake Carlson

Trading Analyst at The Advocate Group
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Contact Information
us****@****om
(386) 825-5501
Location
United States, US

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Credentials

  • FactSet Essentials: Core Products
    FactSet
    Feb, 2023
    - Sep, 2024
  • Bloomberg Certification
    Bloomberg LP
    Mar, 2022
    - Sep, 2024

Experience

  • The Advocate Group
    • United Kingdom
    • Staffing and Recruiting
    • 1 - 100 Employee
    • Trading Analyst
      • Jun 2023 - Present
  • Proprietors Capital Holdings
    • United States
    • Venture Capital and Private Equity Principals
    • 1 - 100 Employee
    • Private Equity Intern
      • Feb 2023 - May 2023
  • Bulldog Fund
    • United States
    • 1 - 100 Employee
    • Student Equity Analyst
      • Mar 2022 - May 2023
  • CFA Institute
    • Financial Services
    • 1 - 100 Employee
    • CFA Student Research Challenge
      • Oct 2022 - Feb 2023
  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Wealth Management Intern
      • May 2022 - Sep 2022

Education

  • University of Minnesota Duluth
    Bachelor of Business Administration - BBA, Financial Markets
    2021 - 2023
  • Montana State University-Bozeman
    Bachelor of Business Administration - BBA, Finance, General
    2018 - 2020
  • Hill-Murray School
    2015 - 2018

Community

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