Jake Terhune is a eficient expert, that works in Bank of America Merrill Lynch main office of which is in 779. on the position of Avp, Financial Solutions Advisor since 2015. This expert gained professional experience in more than five positions at different companies. Jake Terhune went to the Fairleigh Dickinson University and received education there from 2013 to 2014. This expert has such professional qualifications as 7, 66, and Crpc. Uptown, New Jersey is the area, where the professional was known to live. Jake's phone and email can be easily accessed through SoftwareOfficial by request.
Name variants:
Jacob Terhune
Last updated May 23, 2024
Contact Information
Workplace
Avp, Financial Solutions Advisor
Charlotte, NC
Industry
Financial Services
Colleagues
Work History
Avp, Financial Solutions Advisor
100 north Tryon St, Charlotte, NC 28202
Promoted 4 times. Analyze financial portfolios - position investment holdings to align with marketplace expectations and personalized circumstances. Effectively communicate financial solutio...
from Jan 2015
Technical Analyst Intern
1585 Broadway, New York, NY 10003
Conduct research and analyses on actively/passively managed MFs, SMAs, ETFs, and Alternative Investments
Create asset class blends and custom benchmarks for portfolio management
Initiate ...
Feb 2014 — Nov 2014
Business Analyst
105 Grove St, Montclair, NJ 07042
Researched and guided due diligence into two companies, culminating in a formal investment memorandum, which was used as the investment decision basis for 24 LPs.
Managed a post investment...
Sep 2013 — Jan 2014
Budget Management and Operations Intern
First/only intern ever invited to attend at Senior Level U.S. Medical / Commercial Budget Yearly Alignment meeting
Contributed with 2013 budget management and 2014 budget build analyses & ...
Jun 2013 — Aug 2013
Financial Advisor Assistant, Auditor, Data Analyst, Office Administrator
Livingston, NJ
Created marketing and retirement strategies for client expansion
Developed client and business month end accounting reports, including depositing and recording clientele invoices
Created ...
May 2012 — May 2013
Education
2013 — 2014
2010 — 2012
Occupations
Solutions Advisor
Executive
Managers
Artist
Performer
Accountant
Finance and Accounting Specialist
Analyst
Apprentice
Advisor
Accounting Bookkeeper
Bookkeeper
Analysts
Student Worker
Skills
Investments
Microsoft Office
Analysis
Customer Service
Microsoft Excel
Portfolio Management
Strategic Planning
Analytical Skills
Auditing
Situational Leadership
Organizational Vision
Accountability
Insurance
Accounting
Project Management
Financial Analysis
Financial Planning
Financial Services
Start Ups
Finance
Sales
Research
Due Diligence
Business Analysis
Salesforce.com
Microsoft Powerpoint
Leadership
Public Speaking
Teamwork
Management
Hold Series 7
Hold Series 66
Crpc
FAQs about Jake Terhune
What is the main profession of Jake Terhune?
This professional's job is Avp, Financial Solutions Advisor
What are the profession of Jake?
These person's professions are Solutions Advisor
Where does Jake Terhune live?
Jake currently lives in Uptown, New Jersey.
Where did Jake Terhune work?
Jake Terhune worked at Bank of America Merrill Lynch, Morgan Stanley.
Where has Jake Terhune studied?
Jake studied at the Fairleigh Dickinson University from 2013 to 2014.
What are the certifications of Jake Terhune?
The professional received the following certifications: 7, 66, and Crpc.
What languages does Jake Terhune speak?
Jake Terhune speaks English and Spanish.
Are there any industries, that Jake Terhune is connected to?
Jake works in Financial Services industry.