Jake Shine, CFP®, possesses a solid foundation in finance and business analytics, having earned a Bachelor's Degree from the Indiana University - Kelley School of Business. With experience at Merrill Lynch as an intern and at UBS from January 2023 to January 2025, Jake held various roles including Market Director for DMV & Charlotte Private Wealth Management, Business Strategist for UHNW Americas, and Market Executive for the South Atlantic Market. Jake also served as a Graduate Talent Program Analyst and Assistant Market Head for Northeast Private Wealth Management, showcasing a diverse skill set and a strong commitment to wealth management.
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