Jacob Wilson

Jacob Wilson

Portfolio Consultant

Followers of Jacob Wilson880 followers
location of Jacob WilsonNew York, New York, United States

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  • Timeline

  • About me

    Vice President, Investment Banking at Kingswood Capital Partners

  • Education

    • University of North Carolina at Chapel Hill

      -
      Bachelor's Degree Economics

      Double Minor | Entrepreneurship & History

    • Wake Forest University School of Business

      -
      Master of Business Administration, MBA

      Concentration | Finance

  • Experience

    • VanEck

      Jun 2018 - Oct 2022
      Portfolio Consultant
    • IKONA Partners

      Nov 2022 - Jan 2024
      Investment Banking Associate
    • Kingswood U.S.

      Feb 2024 - now
      Vice President Investment Banking
  • Licenses & Certifications

    • Series 79

      FINRA
    • Series 7

      FINRA
    • Series 63

      FINRA