Jake Bartz's Location
Bemidji, MN, US
Jake Bartz's Work
- Director of Strategy @ Evexia Wealth
- Strategist @ Evexia Wealth
- ERISA Consultant @ Goldleaf Partners
- ERISA Support Consultant @ Goldleaf Partners
- Correction Specialist @ Ascensus
- Substitute Teacher @ ISD 181
- Senior Geographic Technician and Project Responsible @ Navteq Corporation
Jake Bartz's Education
- Creighton University's Heider College of Business
Master of Business Administration - MBA (Financial Psychology and Behavioral Finance)
2019 - 2022 - Minnesota State University, Moorhead
Bachelor’s Degree (Music Industry, emphasis in Music Business)
- Bemidji High School
Jake Bartz's Skills
- Retirement Plan Consulting
- Microsoft Excel
- Python
- ERISA
- 401 Retirement Savings Plans
- Data Analysis
Jake Bartz's Summary
Jake Bartz, based in Bemidji, MN, US, is currently a Director of Strategy at Evexia Wealth, bringing experience from previous roles at Evexia Wealth, Goldleaf Partners and Ascensus. Jake Bartz holds a 2019 - 2022 Master of Business Administration - MBA in Financial Psychology and Behavioral Finance @ Creighton University's Heider College of Business. With a robust skill set that includes Retirement Plan Consulting, Microsoft Excel, Python, ERISA, 401 Retirement Savings Plans and more, Jake Bartz contributes valuable insights to the industry.
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