Jake Cole Email & Phone Number
Senior Retirement Relationship Consultant @ Sapers & Wallack, Inc.
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Jake Cole Location
- Boston, MA, US
Jake Cole Work
- Senior Retirement Relationship Consultant @ (September 2024 - Present)
- Retirement Relationship Consultant @ (January 2022 - September 2024)
- Regional Representative, Business Consultant @ (December 2020 - January 2022)
- Rollover Education Specialist @ (July 2017 - December 2020)
- Retirement Plan Services Intern @ (June 2016 - August 2016)
Jake Cole Education
- Providence College
Bachelor of Science (B.S.) (Finance, General)
2013-2017 - DIS - Study Abroad
Entrepreneurship & Innovation (International Business)
2016-2016
Jake Cole Skills
- Series 7
- Series 66
- Series 63
- Microsoft Excel
- QuickBooks
- Microsoft Office
- Teamwork
- Leadership
- Communication
- Time Management
- Public Speaking
- Event Planning
- Microsoft Word
- PowerPoint
- Social Media
- Social Networking
- Research
- Accounting
- Customer Service
- Organization Skills
- Microsoft PowerPoint
Jake Cole Summary
- Jake Cole, based in Boston, MA, US, is currently a Senior Retirement Relationship Consultant at Sapers & Wallack, Inc.. Jake Cole brings experience from previous roles at Sapers & Wallack, Inc., John Hancock Investment Management and John Hancock Retirement. Jake Cole holds a 2013 - 2017 Bachelor of Science (B.S.) in Finance, General @ Providence College. With a robust skill set that includes Series 7, Series 66, Series 63, Microsoft Excel, QuickBooks and more. Jake Cole has 2 emails and 1 mobile phone numbers on RocketReach.
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