Quaker Wealth Management

CERTIFIED FINANCIAL PLANNER™

Wealth Mgt Mixtape Podcast

Host

WNC Capital Corp

Regional Vice President

LEAF Financial Corporation

Certified Financial Planner™ @ Quaker Wealth Management | Investment Strategies

As a CERTIFIED FINANCIAL PLANNER™ at Quaker Wealth Management, I help clients achieve their financial goals and dreams through personalized and comprehensive financial planning and investment advisory services. I have more than 12 years of experience in the wealth management industry, working with individuals, families, and businesses across various stages of life and financial situations.

In addition to my role as a financial advisor, I am also the host of Wealth Mgt Mixtape Podcast, a platform where I share my insights, perspectives, and stories on topics related to investing, financial planning, and human behavior. I am passionate about educating and empowering people to make informed and confident financial decisions, and to enjoy the journey of wealth creation and management.

Jake Heisler, CFP®

Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

- Shadowed senior advisors, taking detailed notes used for meeting summaries and action items with clients
- Assisted in preparing client meetings by organizing and reviewing documents at a firm with $11 billion in assets under management 
- Constructed and presented a comprehensive financial plan to senior advisors, utilizing mock data

Private Wealth Management Intern

Sandcastle Cafe

- Managed cash transactions, achieving an average daily revenue of $3,800 through efficient order processing

- Supervised a bustling snack bar, handling approximately 250 orders daily, ensuring prompt service

- Orchestrated the end-to-end process of preparing each food order, maintaining accurate performance

Snack Bar Attendant

Sweet Mama's Restaurant

- Ensured efficient and timely food service for optimal customer satisfaction

- Reduced wait times by orchestrating seamless table turnovers

- Provided attentive service, fostering positive reviews and customer loyalty

Food Runner

Town of Southampton 

- Developed personalized coaching plans for 30 young athletes weekly, strengthening players’ skills

- Facilitated effective team communication, fostering team and individual growth

- Utilized data-driven analysis for performance improvement, optimizing overall performance

Baseball Coach

Westhampton Country Club

- Greeted and assisted incoming members and guests, managing golf bag and personal item transportation

- Managed phone inquiries, created member reservations, and supervised daily operations of driving range, chipping green, and putting green

- Cleaned golf carts and clubs, ensuring top-notch care for every member and guest

Outside Operations

I’m a third-year student at Indiana University, majoring in management and minoring in marketing, with a strong interest in financial services or commercial real estate.

My academic and professional experiences have shaped my work ethic and drive, instilling a strong dedication to continuous learning. From internships in wealth management to roles in the hospitality industry, I’ve developed a unique perspective, a knack for problem-solving, and the ability to connect with others.

Mentors and colleagues have described me as adaptable, coachable, and an analytical thinker. I’m quick to adjust to change, open to feedback for growth, and enjoy breaking down challenges to find practical solutions.

I’m passionate about making a tangible impact in the business world and am eager to apply my skills and experiences to build a successful career.

taplio

The Battle

Jake Heisler, CFP®

Harrison Rosenzweig

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