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Ask Jen Fetterman to introduce you to Jake
You →Jen · together at Thrive FP (2021) →Jake
Ask Jamie Chen to introduce you to Jake
You →Jamie · 3 people · together at Baylor University →Jake
Ask Sam Okafor to introduce you to Jake
You →Sam · 8 people · together at Morgan Stanley →Jake
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About
Associate responsible for financial modeling, analysis and diligence. Previously a Senior Analyst at WM Capital Partners focused on distressed debt and special situations.
Experience
- CenterGate CapitalAssociatecurrent2024 — presentAustin, Texas, United States
- WM Capital PartnersSenior Analyst2024Austin, Texas, United States
- WM Capital PartnersAnalyst2022 — 2024Austin, Texas, United States
- Thrive FPDirector Of Lending2021 — 2022Austin, Texas, United States
- WM Capital PartnersAnalyst2020 — 2021Austin, Texas, United States
- Morgan StanleyWealth Management Intern2019 — 2020
Skills & more
From Jake's professional profile.
Colleagues at CenterGate
Frequently asked questions
- Who is Jake Berns?
- Associate responsible for financial modeling, analysis and diligence. Previously a Senior Analyst at WM Capital Partners focused on distressed debt and special situations.
- Where does Jake Berns work?
- Jake Berns is Associate at CenterGate.
- Where did Jake Berns go to school?
- Jake Berns studied at Texas McCombs School of Business (Master's degree, Finance); Baylor University (Bachelor of Science - BS, Mathematics, with minor in Computer Science).
Same school
Also attended Texas McCombs School of Business396
+ 390 more
Also attended Baylor University89
+ 83 more
Shared employers
Also worked at CenterGate Capital32
+ 26 more
Also worked at WM Capital Partners1
Also worked at Thrive FP1
Also worked at Morgan Stanley1,950
+ 1,944 more
































