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Jake Petrick Email & Phone Number
Financial Planner
at
Innovia Wealth
1 work email found
@plantemoran.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planner
Location
Kalamazoo, Michigan, United States
Company size
Who is Jake Petrick? Overview
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Quick answer
Jake Petrick is listed as Financial Planner at Innovia Wealth, a with 30 employees, based in Kalamazoo, Michigan, United States. AeroLeads shows a work email signal at plantemoran.com and a matched LinkedIn profile for Jake Petrick.
Jake Petrick previously worked as Financial Advisor at Plante Moran and Invoice to Cash Student Support at Kellogg Company. Jake Petrick holds Bachelor Of Business Administration - Bba, Personal Financial Planning from Western Michigan University - Haworth College Of Business.
Company email context
Email format at Innovia Wealth
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{first}.{last}@plantemoran.com
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AeroLeads found 1 current-domain work email signal for Jake Petrick. Compare company email patterns before reaching out.
Profile bio
About Jake Petrick
Jake Petrick is a Financial Planner at Innovia Wealth. He possess expertise in accountability, management, active learning, bloomberg terminal, communication and 3 more skills.
Listed skills include Accountability, Management, Active Learning, Bloomberg Terminal, and 4 others.
Current workplace
Jake Petrick's current company
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Innovia Wealth
6 roles
Jake Petrick work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Invoice To Cash Student Support
Oct 2020 - May 2021
Merchandiser
- Stock beverages at stores within the county- Organize storage rooms- Have responsibility for how stores look
Jun 2020 - Oct 2020
Administrative Assistant
Famous Foods Of Muskegon
- Entered employee information in QuickBooks and Paycor software- Paid delivery invoices through QuickBooks- Assisted in various office tasks
Jun 2020 - Aug 2020
Fast Food Shift Manager
Lee'S Famous Recipe Chicken
• Utilized critical thinking skills to solve issues with the operations of the store.• Communicated with team members on how develop skills and provide exceptional customer service.• Lead a successful team of 10-15 employees per shift.• Handled and oversaw thousands of dollars in daily transactions.• Analyzed labor percentages and sales totals using Microsoft Excel
Oct 2015 - Jul 2019
2 education records
Jake Petrick education
Bachelor Of Business Administration - Bba, Personal Financial Planning
Associate'S Degree
FAQ
Frequently asked questions about Jake Petrick
Quick answers generated from the profile data available on this page.
What company does Jake Petrick work for?
Jake Petrick works for Innovia Wealth.
What is Jake Petrick's role at Innovia Wealth?
Jake Petrick is listed as Financial Planner at Innovia Wealth.
What is Jake Petrick's email address?
AeroLeads has found 1 work email signal at @plantemoran.com for Jake Petrick at Innovia Wealth.
Where is Jake Petrick based?
Jake Petrick is based in Kalamazoo, Michigan, United States while working with Innovia Wealth.
What companies has Jake Petrick worked for?
Jake Petrick has worked for Innovia Wealth, Plante Moran, Kellogg Company, Alliance Beverage Distributing Llc, and Famous Foods Of Muskegon.
How can I contact Jake Petrick?
You can use AeroLeads to view verified contact signals for Jake Petrick at Innovia Wealth, including work email, phone, and LinkedIn data when available.
What schools did Jake Petrick attend?
Jake Petrick holds Bachelor Of Business Administration - Bba, Personal Financial Planning from Western Michigan University - Haworth College Of Business.
What skills is Jake Petrick known for?
Jake Petrick is listed with skills including Accountability, Management, Active Learning, Bloomberg Terminal, Communication, Team Leadership, Time Management, and Data Recording.
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