Verified recordFinancial Services

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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Email

1 credit

j•••••••@vfgnys.com

Phone

5 credits

+1 ••• •••• ••••

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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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Jake Morici Email & Phone Number @ Vision Financial Group | Kipplo Discover