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Jake Linney Location
Greensboro, NC, US
Jake Linney Work
2024 -now Director of Plan Services @
2013 -now ERISA Consultant @ Self-employed
2021 -2024 Vice President, Sales @
2021 -2024 Product Development Specialist @ P4 | Retirement Technologies
2021 -2022 Co Host @
2015 -2021 Director, Key Accounts @
2012 -2015 Regional Director @
2008 -2012 Retirement Plan Analyst @
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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