Independent

I help people navigate financial decisions they worry about most.

I'm passionate about this because the wealthy should not be the only people that know how to do it.

Financial Services Professional

Indiana Army National Guard

Maintain satellite communications equipment and associated devices. Conduct stressed and unstressed network operations during mission related tasks. Prepare system and equipment related forms and reports in accordance with military standards.

Satellite Communication Systems Operator/Maintainer (25S)

Eli Lilly and Company

IT Business Analyst

Data Analyst

JAN-PRO 

Keeping your workspace clean and organized so you don't have to!

Franchise Owner

I try to help people in three ways:

1. Introducing them to other people they want to talk to

2. Helping them find a mentors to help them

3. And as a Financial Professional, helping them think through anything in the world of finance that worries or concerns them.

Legal Statement:

Jacob Fisher is authorized to conduct life insurance business in Indiana and may be licensed in other states. Financial Professionals cannot conduct life insurance business in states in which they are not licensed. This communication is not a recommendation or endorsement of any product, service, or issuer. Third party posts do not reflect the views of Jacob Fisher and have not been reviewed for completeness and accuracy. All further communications from this Financial Professional must be sent from and received by jfisher@oneindianafinancial.com.

Jake Fisher

Deutsche Bank

AML Investigations manager for International Private Bank (Wealth Management).

AML Investigations Team Lead

JPMorgan Chase & Co.

Project Manager

AML Compliance Officer and manager for team of 10 Compliance Officers.  Concurrently reviews and coordinates daily assignments, provides coaching and mentorship, and reviews and produces Suspicious Activity Reports (SAR).  Additional roles includes classroom instructor for AML typologies and procedures,  SME, and site lead for the JPMC DE Volunteer Leadership Group (VLG).

AML Compliance Manager

AML Investigator & SAR Writer

AML Alerts Analyst

United States Air Force

Responsible for equipping, training, and monitoring employee’s performance to meet industry standards; managed four human resources programs including training management, time cards, workload management, performance appraisals, and progressive discipline; communicated clearly and courteously with those who needed to know of decisions/actions/problems.

•	Managed 57 personnel, $3.8M budget/$523K equipment at Air Force’s (AF) largest medical feeding operation; mentored junior level team members in the use of tools and/or systems in the performance of their duties
•	Forecasted unit’s strategic needs; created and coordinated 14 equipment requests worth $155K
•	Reviewed/approved $360K government purchase card purchases; applied excellent business acumen and collaborative skills when resolving problems with accounts; passed seven external audits w/no discrepancies
•	Created standardized AF diet ordering guide; implemented professional language and wrote guide with the clarity and precision necessary for the work being performed; resulted in consistent care across 13 geographically separated base hospitals
•	Reviewed/certified two career development course volumes; applied broad work experience and knowledge when analyzing complex problem; corrected outdated information and ensured training tool for 220 AF personnel 
•	Facilitated three higher headquarters round-tables; showcased unit mission and personnel; enabled face-to-face idea sharing for 75 personnel
•	Authored five workflow studies; identified critical elements, variables, and alternatives to develop solutions to realign operations and eliminate inefficiencies; reallocated 15% manpower to greater productivity
•	Led review and update of four clinical dietetics deployment training modules; bolstered readiness and confidence for 300 technicians
•	Successfully completed three patient surveys; satisfaction rate soared from 2.8 to 4.5 on a scale of 5

Senior Operations Manager

UNITED STATES AIR FORCE ACADEMY

Primary advisor to senior leadership; translates leadership’s intent; makes recommendations on disciplinary action and retainability; provides counsel and develops leadership management skills; mentors mid-level managers and officer candidates; manages 55 dorm rooms valued at $820K; oversees safety, morale, health and welfare of 108 cadets.

•	Managed 16 resignations, two disciplinary actions/3 emergency leaves; go-to personnel manager for 276 cadets
•	Led 5-member team as unit training leader; drove 5-month training program; organized/prioritized existing resources and incorporated new information, as needed, to implement the most effective solutions to numerous problems; graduated 143 personnel
•	Mentored cadet leadership through 15 discipline boards; disciplinary issues corrected; gained leadership experience •	Completed 16-hr crisis management course; solid intervention skills available to render aid to troubled cadets
•	Counseled 40 cadets on 51 probations; completed 28 honor remediation sessions; cadets on course to succeed
•	One of only eight certified leadership coaches; facilitated development for nine cadets in pilot program; paved way for unit success
•	Expertly tracked 1,172 training modules for 168 personnel; applied excellent functional computer knowledge in utilizing Microsoft Windows, or other technical tools, in completing a variety of assignments that ensured 100% completion rate
•	Tough unit compliance inspector; explained programs, policies, and procedures that upheld standards and gave common-sense recommendations for nine units; strengthened programs throughout

Leadership Development Manager/Career Advisor

Responsible for providing nutrition therapy & supports AF fitness program with education & fitness review panels; manages $37.7K supply purchases while maintaining $112K operational budget for 6.2K personnel; leads monthly marketing initiatives and develops promotional materials; supports agenda with outreach activities and briefs newcomers.

•	Executed 110 nutrition class/405 hours counseling to 540 patients valued at $45.9K; personnel improved lifestyle
•	Acquired $13.4K to modernize aging popular fitness equipment; improved customer satisfaction
•	Directed drunk driving program that provided rides for 3K personnel; 462 lives/careers saved in base and community
•	Executed $3 l .7K supply/$85K eqpt accounts; ensured health awareness tools available for 9K beneficiaries

Project Manager/Event Coordinator/Community Liaison

Shift Supervisor

Servant Leader, Problem Solver, Program/Project Manager and Military Veteran with over 25 years of proven experience in the United States Air Force and private financial sector.  Accomplished measurable results while leading teams of up to 118 personnel in a dynamic, fast - paced environment.  Possesses a comprehensive background in Leadership, Resource Management, and Project Management derived from conducting domestic and global operations in Saudi Arabia, Germany, Belgium, Guam, Okinawa, and Holland.  Managed risk upon multiple lines to protect assets, property, and equipment valued over $3.8M while meeting the expectations of senior leadership.  Possesses extensive knowledge in Training, Education, and Professional Development.  Recipient of multiple awards for outstanding performance and professionalism.  Career supported by a master’s degree in business administration (MBA) & Organizational Leadership (MAOL), a bachelor’s degree in business administration and management, and advanced military leadership and professional training.

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The Battle

Jake Fisher

Jason Herman

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