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Jake Goedken

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Jake Goedken

Financial Planner | PTMA Financial Solutions

Illinois, Sugar Grove, United States

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Jake Goedken

Summary

Jake Goedken is an accomplished sales professional with a robust background in investment services and financial consulting. Currently serving as the Associate Vice President of Investment Services at PMA, he has a proven track record of exceeding sales targets and delivering exceptional client service. With extensive experience in leadership, software sales, and business development, Jake excels in communicating complex financial concepts to diverse audiences. His career spans various roles, including Broker at Infinity Futures and Financial Planner at Primerica, showcasing his adaptability in the financial sector. He is passionate about leveraging technology to enhance client engagement and streamline operations. Jake's commitment to professional growth is evident in his participation in training and development programs. He is also actively involved in mentoring emerging talent in the industry, emphasizing the importance of effective communication and strategic planning.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Jake Goedken

Work Experience

💼

Vice President, Investment Services at

PTMA Financial Solutions

January 2025 - Present

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Jake Goedken

Education

Aurora University, Bachelor of Science (B.S.), Finance

January 2007 - January 2010

Frequently Asked Questions about Jake Goedken

What is Jake Goedken email address?

Jake Goedken's primary email address is ********@pmanetwork.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jake Goedken work for?

Jake Goedken is a Financial Planner at PTMA Financial Solutions.

Where Jake Goedken graduated from?

Jake Goedken holds a degree in null from Aurora University.

How can I directly contact Jake Goedken?

To contact Jake Goedken directly, you can use the email address ********@pmanetwork.com. Complete contact information is available upon registration with Muraena.

Who is Jake Goedken?

Jake Goedken is an accomplished sales professional with a robust background in investment services and financial consulting. Currently serving as the Associate Vice President of Investment Services at PMA, he has a proven track record of exceeding sales targets and delivering exceptional client service. With extensive experience in leadership, software sales, and business development, Jake excels in communicating complex financial concepts to diverse audiences. His career spans various roles, including Broker at Infinity Futures and Financial Planner at Primerica, showcasing his adaptability in the financial sector. He is passionate about leveraging technology to enhance client engagement and streamline operations. Jake's commitment to professional growth is evident in his participation in training and development programs. He is also actively involved in mentoring emerging talent in the industry, emphasizing the importance of effective communication and strategic planning.

Jake`s contact details

mail

********@pmanetwork.com

*********@infinityfutures.com

Colleagues

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Michael Hart

Business Intern

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Corey Boyer

Senior Auditor

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Sara Schnoor

Associate Analyst

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Brian Sugrue

Trade Processing Associate

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Matthew Silkey

Wealth Management Advisor

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Courtney Clarke

AVP, Client Services Manager

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Rajesh Chainani

Managing Director

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Tim Flaherty

Volunteer Leader

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Molly Wohl

Summer Internship

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