Jake Sobieski
About Jake Sobieski
Jake Sobieski is a Retail Trading Specialist at TD Ameritrade with a background in finance from the University of North Texas.
Title
Jake Sobieski is a Retail Trading Specialist. He holds extensive experience and expertise in various facets of retail trading, particularly in financial modeling and analysis.
Current Position at TD Ameritrade
Since 2020, Jake Sobieski has been serving as a Retail Trading Specialist at TD Ameritrade. In this role, he leverages his advanced skills in financial modeling and analysis to aid clients in making informed decisions.
Previous Experience at Hilltop Securities Inc.
Jake Sobieski worked as a Debt Capital Markets Intern at Hilltop Securities Inc. in Dallas, Texas for two months in 2020. During his tenure, he contributed to various financial projects and honed his skills in debt capital markets.
Education and Expertise
Jake Sobieski graduated from the University of North Texas with a Bachelor of Business Administration (BBA) in Finance. He completed his studies from 2016 to 2020. He possesses advanced skills in Microsoft Excel, including VLOOKUP, Pivot Tables, VBA, and Index/Match, as well as expertise in financial modeling and analysis.
Professional Skills and Tools
Jake Sobieski is proficient in using Microsoft Excel, particularly in functions like VLOOKUP, Pivot Tables, VBA, and Index/Match. His expertise in these tools enables him to perform detailed financial modeling and analysis, which is essential for his role in retail trading.