Jake Harris

Background

About Jake Harris

I am an experienced finance intern with a strong background in financial planning, portfolio management, and client services. I am currently a senior at Loyola University Maryland, where I am pursuing a Bachelor's degree in Finance with a minor in Marketing. I have consistently earned placement on the Dean's List, showcasing my dedication to academic excellence. Additionally, I am actively studying for the SIE (Securities Industry Essentials) and Life and Health Insurance Exams to further expand my knowledge and credentials. Throughout my internships at Ameriprise Financial Services, LLC and Harford Financial Group, I actively contributed to the development of tailored strategies, financial summaries, and client communication materials. My academic coursework has provided me with a robust understanding of financial principles and market analysis. I am now seeking opportunities to apply my skills and knowledge in investment analysis, financial planning, and client relationship management within a dynamic finance team. I am eager to connect and explore potential opportunities for collaboration and professional growth.