Prior to starting Taxbot with his partners, Jake was an investment banker who focused on mergers and acquisitions for United Mergers and Acquisitions. He also done marketing consulting and strategy for several online education companies. He is also a real estate investor and inventor. He graduated from the University of Utah and loves technology.
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Tools of a Top of the Table Advisor
To be the best advisor, you also need to be a great business person. These three tools will help you propel your business to new…