Jake Terhune
Vice President Financial Consultant at Fidelity Investments
- Role
- Vice President Financial Consultant at Fidelity Investments
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Jake Terhune
Financial Consultant for 10+ years. Financial Planning & Analysis experience within…
Experience
Vice President Financial Consultant
Jun 2023 — Present · New York, NY, US
Education
Fairleigh Dickinson University
Bachelor's degree
Skills
- Accountability
- Auditing
- Strategic Planning
- Investments
- Insurance
- Analysis
- Situational Leadership
- Customer Service
- Accounting
- Organizational Vision
- Microsoft Excel
- Portfolio Management
- Microsoft Office
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