Jake Basiliere Email & Phone Number
Financial Advisor @ Gage Wealth Advisors
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Jake Basiliere Location
- Newton, MA, US
Jake Basiliere Work
- 2020 -now Financial Advisor @
- 2018 -2020 Financial Planning Specialist @
- 2017 -2020 Paraplanner @ The GW Group, a private wealth advisory practice of Ameriprise Financial, LLC.
- 2015 -2020 Intern @
Jake Basiliere Education
- Elon University - Love School of Business
Bachelor of Science (B.S.) (Finance, General)
2013-2017
Jake Basiliere Skills
- Leadership
- Microsoft Office
- Teamwork
- Microsoft Word
- PowerPoint
- Microsoft Excel
- Interpersonal Communication
- Public Speaking
- Mentoring
- Finance
- Microsoft Outlook
- Time Management
- Customer Service
- Organization Skills
- Financial Accounting
Jake Basiliere Summary
- Jake Basiliere, based in Newton, MA, US, is currently a Financial Advisor at Gage Wealth Advisors. Jake Basiliere brings experience from previous roles at Gage Wealth Advisors, The GW Group, a private wealth advisory practice of Ameriprise Financial, LLC. and Ameriprise Financial Services, LLC.. Jake Basiliere holds a 2013 - 2017 Bachelor of Science (B.S.) in Finance, General @ Elon University - Love School of Business. With a robust skill set that includes Leadership, Microsoft Office, Teamwork, Microsoft Word, PowerPoint and more. Jake Basiliere has 1 emails and 1 mobile phone numbers on RocketReach.
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