Jake Terhune, CFP®, is a Vice President Financial Consultant at Fidelity Investments, with over 10 years of experience in financial consulting. They previously held positions at notable institutions such as Bank of America Merrill Lynch, where they were recognized as a top-performing advisor and achieved multiple promotions. Jake has also provided financial analysis within a Global Fortune 200 corporation and contributed to business analysis at a boutique angel investment firm. They hold a Bachelor's degree in Finance from Fairleigh Dickinson University, where they maintain a GPA of 3.7.
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