Jake Heins's Location
Cambridge, MA, US
Jake Heins's Work
- Certified Financial Planner @ Wealth Enhancement Group
- Associate Financial Planner @ Wealth Enhancement Group
- Client Relationship Manager @ Financial industry
- Client Support Associate @ Financial industry
- Client Services Coordinator @ Financial industry
- Customer Service Associate @ Monona Bank
- Administrative Assistant to the Registrar, Student Services Representative @ University of Wisconsin Colleges
- Cashier @ Palatine Park District
- Rental Attendant @ Hoffman Estates Park District
- Farmhand @ Heaton Farm
Jake Heins's Education
- University of Wisconsin-Madison
Bachelor of Science - BS (Personal Finance)
2016 - 2019 - Harper College
(Business/Commerce, General)
2015 - 2016 - Palatine High School
High School Diploma
2011 - 2015
Jake Heins's Skills
- Microsoft Excel
- Microsoft Office
- Customer Service
- Microsoft Word
- Powerpoint
- Strategic Planning
- Teamwork
- Mathematics
- Organization Skills
- Problem Solving
Jake Heins's Summary
Jake Heins, based in Cambridge, MA, US, is currently a Certified Financial Planner at Wealth Enhancement Group, bringing experience from previous roles at Wealth Enhancement Group and Financial industry. Jake Heins holds a 2016 - 2019 Bachelor of Science - BS in Personal Finance @ University of Wisconsin-Madison. With a robust skill set that includes Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Powerpoint and more, Jake Heins contributes valuable insights to the industry. Jake Heins has 4 emails on RocketReach.
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