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Jake Cole

Jake Cole

Retirement Plan Services Intern

Followers of Jake Cole837 followers
location of Jake ColeBoston, Massachusetts, United States

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  • Timeline

  • About me

    Senior Retirement Relationship Consultant at Sapers & Wallack, Inc.

  • Education

    • Providence College

      2013 - 2017
      Bachelor of Science (B.S.) Finance, General

      Activities and Societies: Providence College Club Hockey Team, Captain

    • DIS - Study Abroad

      2016 - 2016
      Entrepreneurship & Innovation International Business

      Copenhagen, Denmark. Gaining experience and knowledge in the Scandinavian and European business climate. Relevant courses such as an Entrepreneurship Practicum, International Financial Management, and Psychology of Leadership.

  • Experience

    • John Hancock Retirement

      Jun 2016 - Aug 2016
      Retirement Plan Services Intern

    • John Hancock Retirement

      Jul 2017 - Dec 2020
      Rollover Education Specialist

    • John Hancock Investment Management

      Dec 2020 - Jan 2022
      Regional Representative, Business Consultant

    • Sapers & Wallack, Inc.

      Jan 2022 - now

      Founded in 1932, Sapers & Wallack is a comprehensive insurance, benefits and wealth management services firm. Fortune 500 corporations, non-profits, venture-backed private equity portfolio companies, family-owned businesses, and individuals appreciate the company as much for its ability to deliver innovative, cost-effective solutions as well as its thoughtful, customized management approach. Now stewarded by the third generation of founding families, integrity remains our guiding principle. Founded in 1932, Sapers & Wallack is a comprehensive insurance, benefits and wealth management services firm. Fortune 500 corporations, non-profits, venture-backed private equity portfolio companies, family-owned businesses, and individuals appreciate the company as much for its ability to deliver innovative, cost-effective solutions as well as its thoughtful, customized management approach. Now stewarded by the third generation of founding families, integrity remains our guiding principle.

      • Senior Retirement Relationship Consultant

        Sept 2024 - now

      • Retirement Relationship Consultant

        Jan 2022 - Sept 2024

  • Licenses & Certifications

    • Series 63, 7

      FINRA (Financial Industry Regulatory Authority)

    • Series 66

      NASAA
      May 2018