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®

Binghamton University Real Estate Society

President

• Assist in coordinating a major networking panel and alumni event in collaboration with and hosted by BlackRock, attracting 100+ applicants, resulting in a 30% increase in club-industry engagement and numerous networking opportunities for members and alumni
• Contribute as a founding member, playing a key role in establishing the club’s vision, objectives, and initial structure, setting the foundation for its ongoing success and growth
• Design and disseminate a dozen unique physical and electronic marketing flyers for club events, achieving a 600% increase in event attendance and over 100% rise in club membership engagement year over year

Executive Vice President

Vice President of Marketing

Youth Leaders in Wealth Management

Establishing an organization dedicated to shaping the future of finance by empowering the next generation of wealth management leaders

Founder and Chief Executive Officer

Binghamton Economics Club

• Organize and manage club records, ensuring accurate documentation of meeting minutes and correspondences, resulting increased operational efficiency
• Communicate between club members and the executive board, ensuring a seamless flow of information

Secretary

Steel Ridge Advisors

• Managed communications with over 100 clients, ensuring timely data updates and establishing robust
interaction channels, leading to a 30% improvement in client engagement
• Leveraged expertise in Salesforce and Excel to aggregate and analyze client data, enhancing daily
account management efficiency by 25%
• Collaborated with experienced wealth managers and analysts, immersing in daily operations and
absorbing knowledge on sophisticated wealth management techniques and decision-making

Wealth Management Intern

My passion is to shape the future of finance by empowering the next generation of wealth management leaders. As the founder of Youth Leaders in Wealth Management, I connect aspiring wealth management professionals with relevant resources and a network of seasoned professionals to help them start a path toward a successful career.

I am also pursuing a BS in Financial Economics at Binghamton University, where I am a Dean's List student and an active member of the Binghamton Real Estate Society and the Binghamton Economics Club. I have demonstrated my financial literacy and communication skills by assisting in coordinating a major networking panel and alumni event, designing and disseminating a dozen unique marketing flyers, and organizing and managing club records. I am looking forward to applying my skills and knowledge as an incoming intern at Kuttin Wealth Management in the summer of 2024. 

taplio

The Battle

Jake Heisler, CFP®

Ryan LaMar

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