Jacob Singleton
Senior Investment Analyst & Head of Investment Consulting Group at Bmo Wealth Management - U.S
Based in Albuquerque, United States
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Seniority
Director
Department
Finance & Accounting
Location
Albuquerque
Industry
Financial Services
Company size
588
Contact information
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j•••••••@bmo.com
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Background
About Jacob Singleton
As Senior Investment Analyst and Head of the Investment Consulting Group at BMO, I oversee the team responsible for producing asset allocation and financial modeling analyses for wealth management prospects and clients. Over the last 15+ years in an analytics role, my work of identifying opportunities to improve a prospect’s portfolio has proved to be a leading indicator of new business acquisition, contributing to overall wealth management sales. Skills: asset allocation analysis, cash flow analysis, Monte Carlo simulations, strategic planning, regulatory compliance, editing/proofreading, public speaking/presentations Software proficiency: Morningstar Advisor Workstation, Morningstar Direct, Bloomberg, eMoney Advisor, Zephyr StyleAdvisor, Adobe InDesign License: Series 7
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