Jake Stanczyk
Advisor @JMG Financial Group, Ltd.
Brookfield, WI, US
EMAILS
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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