Jake Morici
Financial Services Representative at Vision Financial Group
Based in Pittsford, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Pittsford
Industry
Financial Services
Company size
173
Contact information
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j•••••••@vfgnys.com
Phone
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Background
About Jake Morici
As a Financial Representative at Northwestern Mutual, I help clients achieve their financial goals and dreams by providing personalized solutions and guidance. I leverage my communication, analytical, and critical thinking skills to assess their needs, identify their opportunities, and create their plans. I also build and maintain long-term relationships with them based on trust, integrity, and mutual respect. Before joining Northwestern Mutual, I was an Identity Intelligence (I2) Analyst at The Buffalo Group, where I supported the Department of Defense with biometric, forensic, and document exploitation analysis. I also have six years of experience as an All Source Intelligence Analyst at the Department of Defense, where I conducted research, produced reports, and briefed senior leaders on various topics related to national security and global affairs. I have an AAS degree in Intelligence Operations Studies from Cochise College, and I attended Penn State University, Finger Lakes Community College, and Monroe Community College. I am passionate about learning new things, expanding my knowledge, and applying my skills to different fields and challenges. I am also committed to excellence, professionalism, and continuous improvement in everything I do.
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