Dave Jackson
About Dave Jackson
Dave Jackson serves as the Vice President of Portfolio Management - Trading at Simplify, where he applies his expertise in investment strategies and technology to enhance portfolio outcomes. He has held various roles in prominent financial institutions, including PIMCO and State Street, and has a strong educational background with an MBA from Columbia University.
Current Role at Simplify
Dave Jackson serves as Vice President of Portfolio Management - Trading at Simplify, a position he has held since 2022. In this role, he focuses on enhancing portfolio management outcomes through the integration of technology and investment strategies. His responsibilities include leading cross-functional teams to deliver tailored solutions that improve operational workflows and scale business operations.
Previous Experience in Portfolio Management
Prior to his current role, Dave Jackson worked at PIMCO in various capacities from 2010 to 2020. He held positions such as Vice President of Equities Trading, Manager of Senior Trading Associate - Equities, and Trading Associate - Equities. His tenure at PIMCO provided him with extensive experience in developing options-based strategies to address complex portfolio challenges and minimizing risk through strategic project management.
Early Career Background
Dave Jackson began his career as an Operations Analyst at State Street, where he worked from 2006 to 2010. After this role, he transitioned to PIMCO, where he initially served as a Portfolio Operations Associate. His early experiences laid the groundwork for his expertise in portfolio management and trading.
Education and Qualifications
Dave Jackson holds a Master of Business Administration (MBA) from Columbia University, which he completed between 2019 and 2021. He also earned a Bachelor of Arts in Business Administration with a focus on Finance from California State University, Fullerton. His educational background supports his professional expertise in investment strategies and portfolio management.
Personal Interests and Lifestyle
Outside of his professional commitments, Dave Jackson engages in active outdoor activities, reflecting his commitment to maintaining a balanced lifestyle. This engagement in physical activities complements his professional focus on strategic project management and risk minimization in the investment sector.