Financial Planning Analyst @ (July 2025 - February 2026)
Financial Planning Associate @ (July 2025 - February 2026)
Director of Planning and Operations @ (May 2024 - July 2025)
Risk and Security Recruiter @ (September 2023 - April 2024)
Financial Representative @ (June 2023 - September 2023)
Jr. Executive Sales Intern @ (January 2023 - March 2023)
Financial Planning Associate @ (July 2021 - January 2023)
Financial Representative @ (April 2021 - September 2021)
Wireless Consultant @ (November 2020 - April 2021)
Salesperson @ (November 2019 - February 2021)
Appointment Setter @ (September 2020 - November 2020)
Jake Sonne Education
brigham young university marriott school of business
Bachelor of Science - BS (Human Resources Management)
2021-2023
Brigham Young University
Human Resources Management (Business)
2017-2023
Jake Sonne Summary
Jake Sonne, based in Salt Lake City, UT, US, is currently a Associate Wealth Management Advisor at Peak Wealth Management. Jake Sonne brings experience from previous roles at Peak Wealth Management, Northwestern Mutual and TEKsystems. Jake Sonne holds a 2021 - 2023 Bachelor of Science - BS in Human Resources Management @ brigham young university marriott school of business. Jake Sonne has 1 mobile phone numbers on RocketReach.
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