JAKE IRRGANG
Hunt Valley,MD
Summary
Dynamic financial professional with a proven track record of delivering tailored insurance and investment solutions at Worthington Financial Partners. Built and managed a diverse portfolio of 39 insurance clients, achieving an anticipated annual premium of $59,000 within the first year. Proficient in prospecting, client discovery, and financial analysis, with a talent for articulating clear, goals-based recommendations that help clients achieve their financial goals.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Professional
Worthington Financial Partners
Timonium, MD
02.2025 - Current
- Developed an insurance-focused practice to serve 39 households, achieving an anticipated annual premium of $59,000 within the first year.
- Conduct discovery meetings to assess client protection and accumulation needs and design tailored insurance strategies aligned with the firm’s planning process.
- Present life and related insurance solutions across multiple states explaining coverage options, costs, and long-term implications in clear terms.
- Participate in ongoing investment training through ESI, the firm’s broker-dealer, to strengthen capital markets and product knowledge used in client conversations.
Assistant General Manager
Yuzu Sushi & Sake Bar
Fenwick Island, DE
05.2023 - 08.2024
- Oversaw staff inventory management and reservation processes to enhance operational efficiency.
- Achieved high customer satisfaction through effective bartending and hosting. Enhanced kitchen efficiency by performing chef duties and general support tasks.
- Delivered exceptional service by collaborating with team members in various roles.
- Recruited, trained, and scheduled employees to cultivate a collaborative, service-oriented team culture.
Wealth Management Intern
Heritage Financial Consultants LLC
Miami, FL
01.2023 - 05.2023
- Assisted in managing 40M in client assets using Redtail Imaging, Omnisource, and Wealthscape to support planning and operational needs.
- Conducted investment research, financial analysis, and data management to support advisors’ recommendations.
- Streamlined document management and client recordkeeping workflows to improve efficiency and data accuracy.
- Contributed to financial plans and market research materials used in client meetings.
Boat Sales and Rental Professional
Island Water Sports
Fenwick Island, DE
05.2020 - 08.2022
- Supported sales and memberships for the Carefree Boat Club program.
- Conducted sea trials, explained product features, and facilitated sales discussions for boats and jet skis.
- Coordinated delivery logistics and provided safety briefings and ongoing customer support.
- Deckhand
Education
BBA -
University of Miami, Herbert Business School
Coral Gables, FL05.2024
High School Diploma - undefined
McDonogh School
Owings Mills, MD05.2020
Skills
- Client discovery, risk assessment, relations
- Sales, presentations, and team collaboration
- Redtail Imaging
- Wealthscape
- Omnisource
- CoStar
- Docupace
- ArcGIS/ESRI
- Microsoft Excel
- Bloomberg Terminal
Certification
- General Securities Representative Exam, Series 7, FINRA
- Securities Industry Essentials (SIE), FINRA
- Life Insurance Producer: FL, DC, VA, MD, DE, PA
- Variable Life and Annuity Line of Authority
Extracurricular Activities
- Student Managed Investment Fund Herbert Business School, University of Miami 2022 – 2024: Helped manage a 1,500,000+ equity portfolio, performing financial analysis and supporting investment decisions. Collaborated with team members to evaluate market trends and investment opportunities.
- Varsity Lacrosse Player MIAA-A Conference 2017 – 2020: Competed for three seasons while balancing academic and athletic commitments and contributing to team culture.
- Social Chair Sigma Alpha Epsilon Fraternity 2022: Planned and executed social events, coordinating vendors and logistics to strengthen member engagement.
Timeline
Financial Professional
Worthington Financial Partners
02.2025 - Current
Assistant General Manager
Yuzu Sushi & Sake Bar
05.2023 - 08.2024
Wealth Management Intern
Heritage Financial Consultants LLC
01.2023 - 05.2023
Boat Sales and Rental Professional
Island Water Sports
05.2020 - 08.2022
High School Diploma - undefined
McDonogh School
BBA -
University of Miami, Herbert Business School