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Jacob Dixon, CFA

Jacob Dixon, CFA

Portfolio Analyst

Followers of Jacob Dixon, CFA1000 followers
location of Jacob Dixon, CFASeattle, Washington, United States

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  • Timeline

  • About me

    FVP | Government Programs Manager at First Fed

  • Education

    • CFA Institute

      2004 - 2006
      Chartered Financial Analyst designation

      Level I: 2004Level II: 2005Level III: 2006

    • Pacific Lutheran University - School of Business

      1999 - 2003
      BBA Finance Cum Laude

    • Pacific Lutheran University

      1999 - 2003
      BA Economics Cum Laude

      Activities and Societies: Certified Academic Tutor: Accounting and Statistics Varsity Baseball Mary Lund Davis Student Investment Fund Beta Gamma Sigma Business Honorary Society Omicron Delta Epsilon Economics Honorary Society

    • Dartmouth College - The Tuck School of Business at Dartmouth

      2007 - 2009
      MBA

  • Experience

    • Russell Investments

      Jun 2002 - Jun 2007
      Portfolio Analyst

      Alternative InvestmentsHedge Fund Group

    • J.P. Morgan

      Jun 2008 - Mar 2014
      Vice President

      Investment BankingFinancial Institutions GroupVice President: Jan 2013 to Mar 2014Associate: Jun 2009 to Jan 2013Summer Associate: Jun 2008 to Aug 2008

    • Work Wear Inc.

      Mar 2014 - now
      Owner

    • Regatta Northwest

      Mar 2014 - now
      Owner

    • Evermark Branding

      Oct 2016 - Feb 2025
      Owner

    • Peoples Bank

      Oct 2018 - Nov 2022
      Vice President

    • First Fed

      Nov 2022 - now
      FVP | Government Programs Manager

  • Licenses & Certifications