Jake Wynn Email & Phone Number
Vice President Financial Consultant @ Fidelity Investments
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Jake Wynn Location
- Charleston, SC, US
Jake Wynn Work
- Vice President Financial Consultant @ (July 2024 - Present)
- Financial Consultant @ (November 2020 - July 2024)
- Financial Consultant @ (January 2018 - November 2020)
- Financial Advisor at The Prudential Insurance Company of America @ (May 2016 - March 2018)
- Operations Manager @ (February 2013 - April 2016)
Jake Wynn Education
- College of Charleston
Business Administration
Jake Wynn Skills
- Forecasting
- Microsoft Excel
- Oats
- Accounting
- Strategy
- Business Strategy
- Management Consulting
- Negotiation
- Operations Management
- Logistics
- Training
- Investments
- Strategic Planning
- Sales
- Start Ups
- Management
- Analysis
- Portfolio Management
- Investment Strategies
- Business Development
- Financial Services
- Business Planning
- Process Improvement
- Finance
Jake Wynn Summary
- Jake Wynn, based in Charleston, SC, US, is currently a Vice President Financial Consultant at Fidelity Investments. Jake Wynn brings experience from previous roles at Fidelity Investments, TD Ameritrade, Prudential Financial and Palmetto™. Jake Wynn holds a Business Administration @ College of Charleston. With a robust skill set that includes Forecasting, Microsoft Excel, Oats, Accounting, Strategy and more. Jake Wynn has 1 mobile phone numbers on RocketReach.
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