Jake Storsberg Email & Phone Number
Associate Advisor - Retirement Plans @ Strategic Financial Services, Inc.
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Jake Storsberg Work
- Associate Advisor - Retirement Plans @ (September 2022 - Present)
- Insurance Representative @ (June 2021 - September 2022)
- Client Associate @ (March 2020 - April 2021)
Jake Storsberg Education
- St. John Fisher University
Master of Business Administration - MBA (Business Administration and Management, General)
- St. John Fisher University
Bachelor of Arts - BA (Accounting and Finance)
Jake Storsberg Skills
- 401(k) Retirement Savings Plans
- Business Education
- Business Retirement Plans
- Customer Relationship Management (CRM)
- Employee Benefits Design
- Financial Services
- Leadership
- Microsoft Excel
- Presentations
- Project Management
- Public Speaking
- Retirement Plan Consulting
- Retirement Planning
- Strategic Planning
- Time Management
Jake Storsberg Summary
- Jake Storsberg, is currently a Associate Advisor - Retirement Plans at Strategic Financial Services, Inc.. Jake Storsberg brings experience from previous roles at State Farm ® and Bank of America Merrill Lynch. Jake Storsberg holds a Master of Business Administration - MBA in Business Administration and Management, General @ St. John Fisher University. With a robust skill set that includes 401(k) Retirement Savings Plans, Business Education, Business Retirement Plans, Customer Relationship Management (CRM), Employee Benefits Design and more. Jake Storsberg has 1 emails and 5 mobile phone numbers on RocketReach.
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