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Teppo Jaakkola

Portfolio Operations Associate

Teppo is responsible for client account data management. His duties are new client account set up, cost basis data entry and maintenance of all account settings. Prior to joining Bingham, Osborn & Scarborough, Teppo had nearly ten years of experience in various investment management operations roles. He started his finance career in international bond trade settlements, followed by a Portfolio Administrator position at a San Francisco investment manager. In his latest position Teppo was responsible for the corporate actions desk.

Teppo lives in San Francisco with his family.

  • BS in Financial Management, Lahti Polytechnic in Finland

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