FLP
Jake Mercier is an experienced finance professional currently serving as an RIA Relationship Manager and Portfolio Analyst at F.L. Putnam Investment Management Company since January 2020. With a solid background in sales and client relationship management, Jake previously worked as an Internal Sales Consultant at John Hancock and has gained experience as a Financial Services Professional with NYLIFE Securities LLC and an Agent with New York Life Insurance Company. Jake holds a Master's degree in Blockchain & Digital Currency from the University of Nicosia and a Bachelor's degree in Economics from the University of Massachusetts Amherst, supplemented by various roles in customer service and order fulfillment in earlier career stages.
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FLP
F.L.Putnam Investment Management Company provides a comprehensive range of investment advisory, investment management, and financial planning services to a nationally diversified clientele that includes endowments and foundations, as well as individual...