Jake Schulte
Director, Business Development
Jake is the Director of Business Development at Institutional Insurance Group, LLC. His focus is on structuring institutional insurance programs for regulated financial institutions and Fortune 500 companies.
Jake began his career in public accounting, building a strong analytical and financial foundation before transitioning to a leading life insurance carrier and, subsequently, an independent advisory firm. Upon entering the institutional insurance market in 2017, he specialized in the design and implementation of non-qualified executive benefit plans serving privately owned organizations.
He is a Certified Public Accountant (CPA) and a Chartered Financial Analyst (CFA). In addition, he is a Registered Securities Representative and a licensed insurance professional.
Meet the rest of our team
Our experienced professionals bring decades of expertise in institutional insurance.
View Full Team