Altruist
Jake Walther, CRPC™, currently serves as a Portfolio Operations Specialist at Altruist, overseeing operations related to the Altruist Model Marketplace and managing relationships with MMP managers. Previous roles include CSS, Tech Ops Support, and Model Marketplace Operations Lead, where comprehensive support and leadership were provided in customer service and technology operations. Prior experience encompasses sales and operational support roles at E*TRADE, where Jake resolved complex account issues, and a tenure at U.S. Bank as a Relationship Manager, Personal Banker 2, and Universal Banker 1, achieving top performance status. Jake co-founded Uptown Sound Recording, focusing on studio acoustics and production management, and holds a diploma in Audio Production from Hennepin Technical College and a general diploma from Winona Senior High School.
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Altruist
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Altruist helps you do better with your money by empowering financial advisors to do their best work. Altruist is an LA fintech company that's making investing fair for everyone. Their platform was built for modern financial advisors who put their clients first.