Jake Castleton

Jake Castleton Email and Phone Number

Full-service specialty & compounding pharmacy with free next-day home delivery. We don't work for the insurance or pharmaceutical companies, we work for you! @ Rock Canyon Pharmacy
provo, utah, united states
Jake Castleton's Location
Sandy, Utah, United States, United States
Jake Castleton's Contact Details
About Jake Castleton

Rock Canyon Pharmacy representative. I love golfing, fly fishing, camping and spending time with my family.

Jake Castleton's Current Company Details
Rock Canyon Pharmacy

Rock Canyon Pharmacy

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Full-service specialty & compounding pharmacy with free next-day home delivery. We don't work for the insurance or pharmaceutical companies, we work for you!
provo, utah, united states
Employees:
8
Jake Castleton Work Experience Details
  • Rock Canyon Pharmacy
    Sales And Marketing Specialist
    Rock Canyon Pharmacy Sep 2022 - Present
    Provo, Utah, United States
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  • Wade Auto Group
    Assistant General Manager
    Wade Auto Group Apr 2021 - Sep 2022
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  • E*Trade
    Senior Account Manager
    E*Trade Feb 2017 - Sep 2020
    Sandy, Ut
    Collect client financial information, analyze and evaluate financial situations, identify investment objectives, and make investment recommendations through a customized financial planning process. Retain and grow assets of existing practice of high net worth clients by proactively maintaining contact throughout the year. Cultivate current and prospective client relationships and identify opportunities to expand these relationships by responding to client needs with creativity and innovation. Grow the practice through proactive calls and face-to-face meetings with prospects and referrals. Advise clients on the wide range of investment services E*TRADE offers and present solutions that meet individual needs.
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  • Fidelity Investments
    Account Manager
    Fidelity Investments Nov 2015 - Feb 2017
    Greater Salt Lake City Area
    Worked with clients to solidify, maintain and enhance their relationships with Fidelity Investments Life Insurance through annuity and life insurance products. Demonstrated proven efficiency and expertise in all aspects of annuity customer service and partnered with and supported all business units associated with the customer experience. Continuously looked for opportunities to strengthen client relationships and educated clients on their annuity and life insurance products.
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  • Morgan Stanley
    Account Manager
    Morgan Stanley Oct 2014 - Oct 2015
    Provided a high level of individualized, comprehensive brokerage financial services and investment advice to clients. Educated clients regarding their employee stock plan and offered guidance and solutions to their financial needs and retirement goals. Reached out to assigned prospective clients in a consistent and proactive manner. Offered Morgan Stanley’s range of services to prospective clients in a consultative and respectful manner.
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  • Fidelity Investments
    Financial Representative
    Fidelity Investments Apr 2013 - Oct 2014
    Greater Salt Lake City Area
    Provided exceptional customer service through customer first principles. Provided Account Information to customers. Processedtimely & accurate Mutual Fund, Equity, & Option trades. Assisted with account maintenance and providing customers with the tools they need for success. While reviewing clients accounts with them, I identified opportunities that will help improve their financial situation by setting up consultations with Fidelity’s Financial Planners.
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  • Diamond Wireless
    Sales Manager
    Diamond Wireless Jul 2008 - Sep 2012
    Drove sales by building relationships of trust, offering exceptional service and earning the right to ask for referrals. Set Monthly, Weekly and Daily goals for the store, employees and myself. Provided staff with proper sales tools by facilitating store trainings and hosting 1 on 1 coaching sessions based on employee’s needs. Relocated to a newly opened Houston market to help the company expand. Trusted with opening new locations, training employees, training new management teams, all while managing multiple stores.
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Frequently Asked Questions about Jake Castleton

What company does Jake Castleton work for?

Jake Castleton works for Rock Canyon Pharmacy

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

Jake Castleton's current role is Full-service specialty & compounding pharmacy with free next-day home delivery. We don't work for the insurance or pharmaceutical companies, we work for you!.

What is Jake Castleton's email address?

Jake Castleton's email address is ja****@****ade.com

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