Profiel
Jacob A.
Wilms is currently working as a Quantitative Analyst at Estate Counselors LLC since 2020.
He completed his undergraduate degree from Arizona State University in 2019 and his graduate degree from DePaul University in 2020.
He also holds a graduate degree from W.P.
Carey School of Business.
Actieve functies van Jake Wilms
Bedrijven | Functie | Begin |
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Estate Counselors LLC
Estate Counselors LLC Investment ManagersFinance Estate Counselors LLC, do-business-as The Milwaukee Co., is an independent, SEC-registered investment advisor and wealth management firm headquartered in Thiensville, Wisconsin. The firm was founded by Andrew J. Willms in 2004 formerly under the name of Willms, S.C. The Milwaukee Co. offers portfolio management services to individuals, trusts, investment entities, and charitable organizations. | Analyst-Equity | 01-06-2020 |
Opleiding van Jake Wilms
Arizona State University | Undergraduate Degree |
DePaul University | Graduate Degree |
W.P. Carey School of Business | Graduate Degree |
Ervaring
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Verwante bedrijven
Bedrijven in privébezit | 1 |
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Estate Counselors LLC
Estate Counselors LLC Investment ManagersFinance Estate Counselors LLC, do-business-as The Milwaukee Co., is an independent, SEC-registered investment advisor and wealth management firm headquartered in Thiensville, Wisconsin. The firm was founded by Andrew J. Willms in 2004 formerly under the name of Willms, S.C. The Milwaukee Co. offers portfolio management services to individuals, trusts, investment entities, and charitable organizations. | Finance |