Jake Pettit
About Jake Pettit
Jake Pettit serves as the Managing Director and Co-Head of the Credit Union Group at Piper Sandler, where he has worked since 2022. With extensive experience in fixed income sales and trading, he has held significant roles at Raymond James and Morgan Keegan, and he specializes in executing trades across various product sectors.
Current Role at Piper Sandler
Jake Pettit serves as Managing Director and Co-Head of the Credit Union Group at Piper Sandler, a position he has held since 2022. He operates out of Austin, Texas, where he focuses on assisting credit unions in developing strategic plans and enhancing product knowledge. His role emphasizes collaboration with credit unions to optimize their financial strategies and offerings.
Previous Experience in Fixed Income Sales
Before joining Piper Sandler, Jake Pettit worked at Raymond James as Managing Director of Fixed Income Sales from 2012 to 2022. His decade-long tenure involved managing sales strategies and client relationships in the fixed income sector. Prior to that, he held positions at Morgan Keegan, where he served as Fixed Income Sales from 2010 to 2012 and as a Municipal Bond Trader from 2003 to 2010.
Education and Expertise
Jake Pettit earned his Master of Business Administration (MBA) in Finance from Mississippi State University, completing his studies from 2002 to 2003. He also holds a Bachelor of Business Administration (BBA) in Finance, which he obtained from 1999 to 2002. His academic background provides a solid foundation for his expertise in executing trades across various product sectors, including mortgage-backed securities and municipal bonds.
Licenses and Certifications
In the financial services industry, Jake Pettit holds Series 7 and Series 63 licenses. These certifications enable him to engage in a range of financial activities and provide services related to securities and investment advice, further enhancing his capabilities in the field.