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, 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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