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Jake Northrup Location
Bristol, RI, US
Jake Northrup Work
Founder and Financial Planner @ Experience Your Wealth, LLC (September 2019 - Present)
Adjunct Professor @ (January 2019 - June 2020)
Senior Wealth Advisor @ (February 2019 - August 2019)
Investment Advisor @ (February 2017 - February 2019)
Investment Advisor Associate @ (December 2015 - February 2017)
Investment Analyst @ (November 2014 - December 2015)
Trade Processing Analyst @ (June 2012 - May 2013)
Jake Northrup Education
Isenberg School of Management, UMass Amherst
Bachelor of Business Administration (B.B.A.) (Finance)
Jake Northrup Skills
Leadership
Access
Teamwork
Financial Analysis
Financial Modeling
Data Analysis
Investments
Accounting
Innovation
Microsoft Word
Microsoft Excel
PowerPoint
Wealth Management
Jake Northrup Summary
Jake Northrup, based in Bristol, RI, US, is currently a Founder and Financial Planner at Experience Your Wealth, LLC. Jake Northrup brings experience from previous roles at Boston University and Ballentine Partners, LLC. Jake Northrup holds a Bachelor of Business Administration (B.B.A.) in Finance @ Isenberg School of Management, UMass Amherst. With a robust skill set that includes Leadership, Access, Teamwork, Financial Analysis, Financial Modeling and more. Jake Northrup has 1 emails and 1 mobile phone numbers on RocketReach.
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