Jake Rabay
Wealth Management Associate at Annex Wealth Management- Claim this Profile
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English Native or bilingual proficiency
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Spanish Limited working proficiency
Topline Score
Bio
Caleb Kaminski
I have worked with many Financial and Business Growth executives in my career. None of them have ever compared with Jacob. Jacob combines his incredible talent for positioning issues in business with an extraordinary sense of strategy, and simply amazing networking skills. Whether working on company growth, engaging with other agencies for public positioning, or simply planning strategic approaches in the midst of significant finance issue and risk, Jacob was critical to insuring that my positioning won the day. He manages so much on a daily basis and is exacting when it comes to his expectations of perfection. I cannot recommend Jacob enough. He is a superstar in his field and would be in any industry. Feel free to reach out to me for an extended recommendation as I am happy to provide it over and over again.
Caleb Kaminski
I have worked with many Financial and Business Growth executives in my career. None of them have ever compared with Jacob. Jacob combines his incredible talent for positioning issues in business with an extraordinary sense of strategy, and simply amazing networking skills. Whether working on company growth, engaging with other agencies for public positioning, or simply planning strategic approaches in the midst of significant finance issue and risk, Jacob was critical to insuring that my positioning won the day. He manages so much on a daily basis and is exacting when it comes to his expectations of perfection. I cannot recommend Jacob enough. He is a superstar in his field and would be in any industry. Feel free to reach out to me for an extended recommendation as I am happy to provide it over and over again.
Caleb Kaminski
I have worked with many Financial and Business Growth executives in my career. None of them have ever compared with Jacob. Jacob combines his incredible talent for positioning issues in business with an extraordinary sense of strategy, and simply amazing networking skills. Whether working on company growth, engaging with other agencies for public positioning, or simply planning strategic approaches in the midst of significant finance issue and risk, Jacob was critical to insuring that my positioning won the day. He manages so much on a daily basis and is exacting when it comes to his expectations of perfection. I cannot recommend Jacob enough. He is a superstar in his field and would be in any industry. Feel free to reach out to me for an extended recommendation as I am happy to provide it over and over again.
Caleb Kaminski
I have worked with many Financial and Business Growth executives in my career. None of them have ever compared with Jacob. Jacob combines his incredible talent for positioning issues in business with an extraordinary sense of strategy, and simply amazing networking skills. Whether working on company growth, engaging with other agencies for public positioning, or simply planning strategic approaches in the midst of significant finance issue and risk, Jacob was critical to insuring that my positioning won the day. He manages so much on a daily basis and is exacting when it comes to his expectations of perfection. I cannot recommend Jacob enough. He is a superstar in his field and would be in any industry. Feel free to reach out to me for an extended recommendation as I am happy to provide it over and over again.
Credentials
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Series 6
FINRA (Financial Industry Regulatory Authority) -
Series 63
FINRA (Financial Industry Regulatory Authority) -
Series 65
FINRA
Experience
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Annex Wealth Management
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United States
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Investment Management
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100 - 200 Employee
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Wealth Management Associate
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Apr 2022 - Present
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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Jul 2018 - Apr 2022
Rabay Financial
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Financial Representative
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May 2016 - Jul 2018
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College Financial Representative
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Nov 2015 - Jun 2018
- Participated in one of America’s Top 10 Internship programs.- Obtained extensive training in Financial Planning and client engagement.- Became familiar with Northwestern Mutual's personalized planning process to provide financial solutions tailored to each client’s needs over his or her lifetime.- Built a foundation of knowledge in finance, insurance and sales concepts that helped me succeed in providing financial security to clients and self.- Developed a client base and worked to build a successful practice.-Provide financial planning services to clients in the community-Provide financial security to clients-Set up and run meetings with potential clients to discuss the financial planning process used by Northwestern Mutual-Prepare financial plans for clients through computer modeling-Power of Ten Show less
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Education
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2014 - 2018
University of Wisconsin-Oshkosh
Bachelor of Business Administration (BBA), Finance, Real Estate, Business Law -
2010 - 2014
Menomonee Falls HS
Community
