Jake Connors Email & Phone Number
Senior Director, Institutional Retirement Plan Consulting @ Compass Financial Partners
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Jake Connors Location
- Raleigh, NC, US
Jake Connors Work
- 2014 -now Senior Director, Institutional Retirement Plan Consulting @
- 2019 -now Board of Advisors @
- 2013 -2018 Board of Directors @
- 2008 -2014 Vice President, Retirement Plan Consultant @
- 2003 -2008 Financial Planner @
Jake Connors Education
- Appalachian State University
Bachelor of Science (BS) (Finance)
1998-2002
Jake Connors Skills
- Retirement Planning
- Retirement
- 401k
- 403 b
- Pensions
- Non-Qualified Deferred Compensation
- Investments
- Defined Contribution
- Defined Benefit
- ERISA
- Investment Policy Statements
- Fiduciary Services
- Fiduciary Training
- Public Speaking
- Finance
- Services
- Securities
- Advisory Services
- Project Management
- Accounting
- Business Development
- Team Building
- Advisory
- Non Qualified Deferred Compensation
- Management
Jake Connors Summary
- Jake Connors, based in Raleigh, NC, US, is currently a Senior Director, Institutional Retirement Plan Consulting at Marsh McLennan Agency | Compass Financial Partners. Jake Connors brings experience from previous roles at Me Fine Foundation, Me Fine Foundation, Inc., CAPTRUST and Ameriprise Financial Services, Inc.. Jake Connors holds a 1998 - 2002 Bachelor of Science (BS) in Finance @ Appalachian State University. With a robust skill set that includes Retirement Planning, Retirement, 401k, 403 b, Pensions and more. Jake Connors has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Compass Financial Partners Employees
George Hoyle
Managing Partner
North Carolina, United States
Wade Schmidt
Director, Relationship Management
Matthews, NC, US
Jennifer Kauffman
Associate Director, Financial Wellness
Denver, NC, US
Andrew Bray
Director, Individual Wealth Management
North Carolina, United States
Lori Stevenson
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Greensboro, NC, US
Cara Justus
Associate Director, Client Service
Olin, NC, US
Davy Rayner
Client Relations and Marketing Manager
Charlotte, NC, US
Kathleen Kelly
Founding and Managing Partner
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Ashley Cluley
Director, Investment Consulting
Anderson, SC, US
Winfred Boyce
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