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Jake Blue, CFA

Jake Blue, CFA

Marketing And Sales Intern

Followers of Jake Blue, CFA1000 followers
location of Jake Blue, CFALos Angeles, California, United States

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  • Timeline

  • About me

    Director at Champlain Advisors

  • Education

    • University of North Carolina at Wilmington

      -
      B.S. in Business Administration Concentration in Finance

  • Experience

    • Cummins Inc.

      May 2012 - Aug 2012
      Marketing And Sales Intern

    • Cummins Inc.

      Jun 2013 - Jul 2014
      Financial Analyst

    • Vistar, A PFG Company

      Jul 2014 - Sept 2017
      Territory Sales Manager

    • Barings

      Oct 2017 - Nov 2022

      Product development and capital raising for the Private Equity and Real Assets team

      • Director - Private Equity & Real Assets

        Apr 2022 - Nov 2022

      • Associate Director

        Apr 2020 - Apr 2022

      • Analyst

        Oct 2017 - Apr 2020

    • Champlain Advisors

      Nov 2022 - now
      Director

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute

    • Series 7 and 63

      FINRA