Jake Petrick

Jake Petrick Email and Phone Number

Financial Planner @ Innovia Wealth
Grand Rapids, MI, US
Jake Petrick's Location
Kalamazoo, Michigan, United States, United States
Jake Petrick's Contact Details

Jake Petrick work email

Jake Petrick personal email

n/a
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.

Jake Petrick's Current Company Details
Innovia Wealth

Innovia Wealth

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Financial Planner
Grand Rapids, MI, US
Website:
InnoviaWealth.com
Employees:
30
Jake Petrick Work Experience Details
  • Innovia Wealth
    Financial Planner
    Innovia Wealth
    Grand Rapids, Mi, Us
    View
  • Plante Moran
    Financial Advisor
    Plante Moran Aug 2022 - Present
    View
  • Kellogg Company
    Invoice To Cash Student Support
    Kellogg Company Oct 2020 - May 2021
    Grand Rapids, Michigan, United States
    View
  • Alliance Beverage Distributing Llc
    Merchandiser
    Alliance Beverage Distributing Llc Jun 2020 - Oct 2020
    Kalamazoo County, Michigan, United States
    - Stock beverages at stores within the county- Organize storage rooms- Have responsibility for how stores look
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  • Famous Foods Of Muskegon
    Administrative Assistant
    Famous Foods Of Muskegon Jun 2020 - Aug 2020
    Muskegon, Michigan, United States
    - Entered employee information in QuickBooks and Paycor software- Paid delivery invoices through QuickBooks- Assisted in various office tasks
  • Lee'S Famous Recipe Chicken
    Fast Food Shift Manager
    Lee'S Famous Recipe Chicken Oct 2015 - Jul 2019
    Muskegon, Michigan
    • 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

Jake Petrick Skills

Accountability Management Active Learning Bloomberg Terminal Communication Team Leadership Time Management Data Recording

Jake Petrick Education Details

Frequently Asked Questions about Jake Petrick

What company does Jake Petrick work for?

Jake Petrick works for Innovia Wealth

What is Jake Petrick's role at the current company?

Jake Petrick's current role is Financial Planner.

What is Jake Petrick's email address?

Jake Petrick's email address is ja****@****ran.com

What schools did Jake Petrick attend?

Jake Petrick attended Western Michigan University - Haworth College Of Business, Muskegon Community College.

What skills is Jake Petrick known for?

Jake Petrick has skills like Accountability, Management, Active Learning, Bloomberg Terminal, Communication, Team Leadership, Time Management, Data Recording.

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