Jake Feltner Email & Phone Number
Vice President, Financial Consultant @ Charles Schwab
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Jake Feltner Location
- Orlando, FL, US
Jake Feltner Work
- Vice President, Financial Consultant @ (July 2020 - Present)
- Private Client Advisor @ (August 2012 - July 2020)
- Relationship Specialist @ (May 2008 - August 2012)
Jake Feltner Education
- Stetson University
Bachelor of Business Administration (B.B.A.) (Finance)
2004-2008
Jake Feltner Skills
- Investments
- Risk Management
- Mutual Funds
- Financial Services
- Financial Analysis
- Portfolio Management
- Finance
- Microsoft Office
- Leadership
- Series 7
Jake Feltner Summary
- Jake Feltner, based in Orlando, FL, US, is currently a Vice President, Financial Consultant at Charles Schwab. Jake Feltner brings experience from previous roles at Charles Schwab. Jake Feltner holds a 2004 - 2008 Bachelor of Business Administration (B.B.A.) in Finance @ Stetson University. With a robust skill set that includes Investments, Risk Management, Mutual Funds, Financial Services, Financial Analysis and more. Jake Feltner has 2 emails and 1 mobile phone numbers on RocketReach.
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