Jake Terhune Email & Phone Number
Vice President Financial Consultant @ Fidelity Investments
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Jake Terhune Location
- New York, NY, US
Jake Terhune Work
- Vice President Financial Consultant @ (June 2023 - Present)
- Financial Consultant @ (July 2020 - June 2023)
- VP, Financial Solutions Advisor @ (January 2015 - July 2020)
- Technical Analyst @ (February 2014 - November 2014)
- Business Analyst @ (September 2013 - January 2014)
- Budget Management and Operations @ (June 2013 - August 2013)
- Financial Consultant Assistant @ (May 2012 - May 2013)
Jake Terhune Education
- Fairleigh Dickinson University
Bachelor's degree (Finance, General)
Jake Terhune Skills
- Investments
- Analysis
- Portfolio Management
- Project Management
- Strategic Planning
- Analytical Skills
- Financial Analysis
- Financial Planning
- Financial Services
- Start-ups
- Finance
- Sales
- Research
- Due Diligence
- Business Analysis
- Microsoft Excel
- Microsoft Office
- Salesforce.com
- Microsoft PowerPoint
- Leadership
- Customer Service
- Public Speaking
- Teamwork
- Management
- Hold Series 7
- Hold Series 66
- CRPC
- Auditing
- Accountability
- Financial Reporting
- Organizational Vision
- Accounting
- Training
- Situational Leadership
- Insurance
- Budgets
- Start Ups
Jake Terhune Summary
- Jake Terhune, based in New York, NY, US, is currently a Vice President Financial Consultant at Fidelity Investments. Jake Terhune brings experience from previous roles at Fidelity Investments, Bank of America Merrill Lynch, Morgan Stanley Wealth Management and SoundBoard Angel Fund. Jake Terhune holds a Bachelor's degree in Finance, General @ Fairleigh Dickinson University. With a robust skill set that includes Investments, Analysis, Portfolio Management, Project Management, Strategic Planning and more. Jake Terhune has 3 emails and 1 mobile phone numbers on RocketReach.
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