Jake Rosley

Associate at Fortune Financial Group, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Naples, Florida, United States, US

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Bio

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Credentials

  • Producer License, Individual
    Illinois Department of Insurance
    Jul, 2019
    - Sep, 2024

Experience

  • Fortune Financial Group, Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Associate
      • Aug 2023 - Present
  • Stenson Tamaddon
    • Senior Associate
      • Jan 2023 - Jul 2023

    • Account Executive
      • Jul 2022 - Jan 2023

      -Deliver optimal financial results with minimal disruption to client business operations-Specializing in tax incentives to support small-midsized Businesses-Starting and establishing our Chicago location-Produced over $1 million in revenue within first 3 months

  • Celero Commerce
    • United States
    • Financial Services
    • 100 - 200 Employee
    • National Account Manager
      • Mar 2022 - Jul 2022
  • Millennium Trust Company
    • United States
    • Financial Services
    • 400 - 500 Employee
    • Relationship Specialist- Investor Services
      • May 2021 - Nov 2021
  • The Mather Group
    • United States
    • Advertising Services
    • 1 - 100 Employee
    • Private Wealth Management Intern
      • Oct 2020 - Apr 2021

      • Completed a comprehensive retirement plan for a hypothetical client, covering all areas of the financial planning process like insurance, employee benefits, investments, cash flow strategies, income tax planning, and estate planning • Assisted with the development and implementation of the company’s direct marketing program • Called corporate executives to encourage them to receive information regarding the consulting group • Attended weekly informational sessions presented by upper-level executives on the firm’s trademarked Retirement Roadmap approach Show less

  • Lisle Wolves baseball 9u-11u
    • Pitching Instructor
      • Dec 2018 - Oct 2020
  • Northwestern Mutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Representative
      • Mar 2019 - Sep 2019
  • ArbiterSports
    • United States
    • Software Development
    • 1 - 100 Employee
    • Offical
      • Jun 2017 - Aug 2018
  • Great American Payment Systems Inc
    • Senior Sales Executive
      • May 2017 - Jun 2017

      Cold calling Cold calling

Education

  • DePaul University
    Bachelor's degree, Finance and Financial Management Services
    2018 - 2021
  • Ventura College
    Business Administration and Management, General
    2017 - 2018
  • Illinois Central College
    Business Administration and Management, General, Freshman
    2016 - 2017

Community

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