Jake is a senior analyst focused on insurance product and investment analysis. He started his career in the institutional insurance market in 2017 with an initial focus on designing and implementing non-qualified executive benefit plans for privately owned organizations. Jake worked with a top 4 accounting firm focusing on assurance. He later spent time working at one of the industry’s top life insurance carriers in their fund accounting department. He then moved on to a role at an independent advisory firm focused on the institutional insurance marketplace.
He holds the Certified Public Accountant designation, is a Registered Securities Representative, and is a licensed insurance representative.
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