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Spencer Aiken

Spencer Aiken

Credit Analyst

Followers of Spencer Aiken1000 followers
location of Spencer AikenChicago, Illinois, United States

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  • Timeline

  • About me

    Vice President, ESOP Advisory Group

  • Education

    • California State Polytechnic University-Pomona

      -
      Bachelor of Science (BS) Finance

      Activities and Societies: NCAA Collegiate Athlete - Soccer Team

    • University of Oregon - Charles H. Lundquist College of Business

      -
      Bachelor of Science (BS) Accounting

      Activities and Societies: University of Oregon Club Soccer Team and Sigma Phi Epsilon Fraternity Member

  • Experience

    • City National Bank

      May 2016 - Aug 2017
      Credit Analyst

    • Bank of the West

      Sept 2017 - Oct 2019
      Underwriter, Corporate Banking

    • Umpqua Bank

      Oct 2019 - Jul 2022
      Portfolio Manager, Corporate Banking

    • J.P. Morgan

      Aug 2022 - now
      Vice President, ESOP Advisory Group

  • Licenses & Certifications

    • Series 63 - Uniform Securites Agent

      FINRA

    • Securities Industry Essentials

      FINRA

    • Series 79 - Investment Banking Representative

      FINRA