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Jake Terhune, CRPC

Jake Terhune, CRPC

Financial Consultant Assistant

Followers of Jake Terhune, CRPC587 followers
location of Jake Terhune, CRPCNew York, New York, United States

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  • Timeline

  • About me

    Vice President Financial Consultant at Fidelity Investments

  • Education

    • Fairleigh Dickinson University

      -
      Bachelor's degree Finance, General 3.7

      Activities and Societies: Magna Cum Laude, Beta Gamma Sigma-Top 10% of business students chosen by faculty and GPA Referenced in "Business Students Find Success Thanks to Silberman and Sakin": http://inside.fdu.edu/features/silbermaninterns.html

  • Experience

    • BenefEx benefit consulting

      May 2012 - May 2013
      Financial Consultant Assistant

      Created marketing and retirement strategies for client expansion.Developed client and business month end accounting reports, including depositing and recording clientele invoices.Created yearly medical plans for prospective and current clientele

    • Novartis

      Jun 2013 - Aug 2013
      Budget Management / Operations

      Participated in the Annual Budgeting and Forecasting process for U.S. Medical / Commercial Alignment.Assisted the Director of US Operations with management and budgeting.Participated in mock negotiations to build & exercise negotiation strategies.Attended on-going weekly management meetings to support the monthly & yearly forecasts

    • SoundBoard Angel Fund

      Sept 2013 - Jan 2014
      Business Analyst

      Business Financial Analysis at the early stage of companies for the Screening Committee.Researched and guided due diligence, culminating into a formal investment memorandum, which was used as the investment decision basis for 24 LPs.Project Management for a post-investment tax credit involving entrepreneurs, investors, and 3rd parties (New Jersey Economic Development Authority).Prepared, participated, and administered Screening Committee and LP Meetings

    • Morgan Stanley Wealth Management

      Feb 2014 - Nov 2014
      Technical Analyst

      Conducted research and analyses on investment managers and overall economy.Initiated and lead research analysis spreadsheets of investment holdings to simplify portfolio management. $450 million AUM - Barron’s Top 100 Advisory firm in the U.S.

    • Bank of America Merrill Lynch

      Jan 2015 - Jul 2020
      VP, Financial Solutions Advisor

      Promoted 4 times. Analyze financial portfolios - position investment holdings to align with marketplace expectations and personalized circumstances. Effectively communicate financial solutions utilizing investment strategies and available resources. Recognized among +250 advisors as top 10 to join executive management for developing leadership skills. Lead team projects and managerial positions to improve several business segment processes. Consistently achieving and exceeding +100% of goals while providing positive client experience and service. Product Specialist for 100+ clientele. Participated in leadership meetings discussing portfolio analysis & forecasts with Senior Portfolio Managers. Awarded as the Top Performer across site for quarterly performance. Show less

    • Fidelity Investments

      Jul 2020 - now

      • Vice President Financial Consultant

        Jun 2023 - now

      • Financial Consultant

        Jul 2020 - Jun 2023

  • Licenses & Certifications

    • CRPC

      May 2016

    • 66

      Jan 2015

    • 7

      Jan 2015