Jake is responsible for developing offering memorandums, financial analysis, preparing financial modeling, conducting industry research, and drafting proposals, presentations, and other marketing materials. He resides in Wadsworth, Ohio.

Education, Licenses, and Certifications

  • Bachelor of Business Administration with a major in Finance and a minor in Data Analytics from Walsh University
  • Series 79 — Limited Representative-Investment Banking and Series 63 — Uniform Securities Agent

Prior Experience

  • Financial Analyst Intern for The Plow Guys
  • Financial Analyst Intern for Centennial Title Agency
  • Analyst Intern with MelCap Partners, LLC

Professional and Community Involvement

  • Involved in the Association for Corporate Growth (“ACG”)
  • Volunteer for the Wadsworth Public Library
  • Volunteer Coach for Wadsworth Little League Baseball