Connor Jackley
Trust Investment Analyst at Columbia Trust Company | Portland, Oregon, United States
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As the Operations Manager at Kruse Woods Financial Partners, Connor Jackley plays a pivotal role in ensuring the seamless execution of investment strategies and operational efficiencies within the firm. With a strong foundation in portfolio management and equity research, Connor leverages his expertise in financial instruments, including ETFs and fixed income strategies, to optimize client portfolios and enhance overall performance. His proficiency in Microsoft Excel and other Microsoft Office applications allows him to analyze complex data sets, enabling informed decision-making and strategic planning.
Connor is currently spearheading several key projects aimed at improving operational workflows and client service delivery. One such initiative involves the implementation of advanced hedging techniques to mitigate risk and protect client investments during volatile market conditions. By integrating innovative financial solutions and leveraging fund of funds strategies, he is committed to delivering tailored investment advisory services that align with clients' unique financial goals.
In addition to his project management responsibilities, Connor is dedicated to fostering a culture of continuous improvement within the organization. He regularly collaborates with cross-functional teams to identify areas for enhancement, ensuring that Kruse Woods Financial Partners remains at the forefront of industry best practices. His commitment to excellence and deep understanding of the financial landscape position him as a valuable asset to both the firm and its clients, driving success in an ever-evolving market environment.
Trust Investment Analyst at Columbia Trust Company in April 2025 to Present
Operations Manager at Raymond James in October 2022 to April 2025
Equity Research Associate at KeyBanc Capital Markets in November 2019 to December 2021
Institutional Equities Junior Sales Associate at Evercore in July 2019 to November 2019
Portfolio Manager at University of Oregon Investment Group in May 2018 to December 2018
Model Portfolio Summer Intern at Prism Advisory Group LLC in June 2018 to August 2018
Financials Sector Leader at University of Oregon Investment Group in March 2017 to May 2018
Research and Trading Summer Intern at Phalanx Capital Management, LLC in June 2017 to August 2017
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Options Trading
Microsoft Excel
Equities Valuation
Equity Derivatives
Convertible Bonds
Bloomberg Terminal
Options Strategies
Hedging
Equities
Trading
Microsoft Word
Microsoft PowerPoint
Capital IQ
Index Futures
Excess Return Analysis
DCF Analysis
Comparable Analysis
Index Options
Futures Trading
Futures
ETFs
ETNs
Portfolio Management
Investments
Financial Analysis
Microsoft Office
Finance
Fixed Income
Financial Modeling
Equity Research
Bloomberg
Fixed Income Portfolio Management
Fixed Income Strategies
Credit
Fixed Income Modeling
Managed Futures
Fund Of Funds
Model Portfolios
Relative Value
Arbitrage
Volatility
Swaps
Technical Research
Mutual Funds
DCF
Derivatives
Bonds
Valuation
Fixed Income Research
Investment Management
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Discover more about Columbia Trust CompanyWhat is Connor Jackley email address?
Email Connor Jackley at [email protected]. This email is the most updated Connor Jackley email found in 2026.
How to contact Connor Jackley?
To contact Connor Jackley send an email to [email protected]. (updated on November 04, 2024)
What company does Connor Jackley work for?
Connor Jackley works for Columbia Trust Company
What is Connor Jackley's role at Columbia Trust Company?
Connor Jackley is Trust Investment Analyst
What is Connor Jackley's Phone Number?
Connor Jackley's phone (503) ***-*161
What industry does Connor Jackley work in?
Connor Jackley works in the Financial Services industry.
Connor Jackley Email Addresses
Connor Jackley Phone Numbers
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