Jake McCartney Email & Phone Number
Financial Advisor and Insurance Producer @ Bankers Life
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Jake McCartney Location
- Vancouver, WA, US
Jake McCartney Work
- Financial Advisor and Insurance Producer @ (April 2024 - Present)
- IFS Relationship Manager @ (September 2022 - February 2024)
- Financial Advisor @ (May 2019 - September 2022)
- Financial Representative @ (May 2018 - May 2022)
- Mortgage Loan Officer @ (March 2017 - April 2018)
Jake McCartney Education
- Western Colorado University
Bachelor's degree (Political Science and Government)
2011-2016
Jake McCartney Skills
- Customer Service
- Financial Planning
- High Net Worth Individuals
- Investment Advisory Services
- Investment Strategies
- Investments
- Microsoft Office
- Retirement Planning
- Wealth Management
Jake McCartney Summary
- Jake McCartney, based in Vancouver, WA, US, is currently a Financial Advisor and Insurance Producer at Bankers Life. Jake McCartney brings experience from previous roles at Northwestern Mutual and American Financial Network Inc.. Jake McCartney holds a 2011 - 2016 Bachelor's degree in Political Science and Government @ Western Colorado University. With a robust skill set that includes Customer Service, Financial Planning, High Net Worth Individuals, Investment Advisory Services, Investment Strategies and more. Jake McCartney has 5 emails and 2 mobile phone numbers on RocketReach.
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