Jake supports senior team members through a variety of functions, including financial analysis and modeling of valuation and transaction alternatives, evaluating business operations, ownership capital structure and competitive landscape, developing presentations for use in client meetings, conducting industry, market, and competitive research, and assisting with business development and origination opportunities.

Professional experience

Prior to Verit, Jake was as a financial analyst for IBM in Rochester, Minnesota, working on financial reporting, forecasting, and analyzing profit and loss within their services division.

Affiliations

CFA® charterholder and is a member of the CFA Institute and the CFA Society of Chicago. Volunteer at Big Shoulders Fund Stock Market Program and Big Shoulders Fund Auxiliary Board, ESOP Emerging Leaders, and The ESOP Association.

Education

Bachelor of Business Administration with a double major—Finance, Investment & Banking and Management—from the University of Wisconsin-Madison.

senior advisors