Vice President, Sales @ (February 2021 - August 2024)
Product Development Specialist @ P4 | Retirement Technologies (February 2021 - August 2024)
Co Host @ (October 2021 - September 2022)
Director, Key Accounts @ (October 2015 - February 2021)
Regional Director @ (February 2012 - October 2015)
Retirement Plan Analyst @ (June 2008 - February 2012)
Jake Linney Education
University of North Carolina at Greensboro
Bachelor of Arts (BA) (Philosophy)
2004-2007
West Valley College 2002-2004
Jake Linney Skills
Retirement Planning
401k
Defined Benefit
Retirement
Pensions
Mutual Funds
Defined Contribution
Qualified Retirement Plans
Investment Strategies
Finance
Financial Services
Investments
Alternative Investments
Financial Planning
Retirement Plan Consulting
Retirement Benefits
Pension Administration
Pension Funds
Profit Sharing
Investment Advisory
Mergers & Acquisitions
401(k) Retirement Savings Plans
Business Analysis
Microsoft Office
Microsoft Excel
Project Management
Mergers and Acquisitions
Strategic Planning
Public Speaking
Management
Project Planning
401k Retirement Savings Plans
401 Retirement Savings Plans
Jake Linney Summary
Jake Linney, based in Greensboro, NC, US, is currently a Director of Plan Services at Aboon. Jake Linney brings experience from previous roles at Self-employed, 401kInABox, P4 | Retirement Technologies and Pull to Refresh. Jake Linney holds a 2004 - 2007 Bachelor of Arts (BA) in Philosophy @ University of North Carolina at Greensboro. With a robust skill set that includes Retirement Planning, 401k, Defined Benefit, Retirement, Pensions and more. Jake Linney has 2 emails and 2 mobile phone numbers on RocketReach.
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