Jake Cole is a Senior Retirement Relationship Consultant at Sapers & Wallack, a role he grew into after joining as a consultant. He specializes in holistic retirement services, leveraging his experience from John Hancock. He holds Series 7, 63, and 66 licenses and earned a B. S. in Finance from Providence College.
Outside of his financial career, Jake is an avid hockey enthusiast, coaching a youth hockey team to a state championship. He is passionate about staying active and enjoys golf, traveling, and trying new recipes. He also participates in charity hockey games benefiting foundations that support veterans.
His greatest personal accomplishment is finishing the 2019 Boston Marathon.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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