Jake Adams Email and Phone Number

While pursuing my degree at Creighton University, I’ve had the opportunity to spend time interning for UBS in Minneapolis, learning about different Financial Services sectors such as Wealth Management, Investing, and Asset Management.I’ve been able to review client portfolios, job shadow wholesalers and retirement planning professionals, have a deep dive into the ins and outs of 401k plans and other investment portfolios and more while spending time inside one of the largest financial institutions on the planet. In addition, I was tasked with studying the use of LinkedIn for client prospecting, personal and professional branding for individuals inside our particular UBS branch in the Minneapolis area.