Jake Stanczyk

Advisor @JMG Financial Group, Ltd.

Brookfield, WI, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2024 — Present

Advisor @JMG Financial Group, Ltd.

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Milwaukee, WI, US

EDUCATION

2006 — 2010

Brookfield Academy

High School

2010 — 2014

UMN Carlson School of Management

Bachelor’s Degree, Accounting and Finance

2014 — 2015

College for Financial Planning

CFP Certification Professional Education Program, Financial Planning and Services

SKILLS

Microsoft ExcelFinancial ModelingBusiness AnalysisBusiness Process ImprovementFinanceSalesFinancial PlanningSaasCash Flow ForecastingInvestment AdvisoryValuation ModelingFinancial AnalysisLeadership DevelopmentProject ManagementInternal Communications

ABOUT JAKE STANCZYK

Advisor at JMG Financial Group | CFP

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