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Jake M.
Santa Monica CA. 90405
Experienced CPA, Finance, and Investment Professional
I have nearly a decade of experience working in finance, capital markets advisory, and accounting. I currently am on the investment team at a credit fund, focused on underwriting, structuring, and portfolio management. Prior to this role, I worked in banking on the corporate credit and sponsor finance teams. I began my career in Big 4 public accounting, where I developed a strong foundation in accounting concepts, before transitioning into capital markets advisory. On the job I began guid... Read More >>