Jake Richardson Email & Phone Number
Recruiting Director @ Equitable Advisors
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Jake Richardson Location
- Matthews, NC, US
Jake Richardson Work
- Recruiting Director @ (July 2025 - Present)
- Private Client Banker @ (February 2025 - July 2025)
- Senior Internal Wholesaler @ (October 2018 - February 2025)
- Team Lead NE- Internal Wholesaler @ (October 2018 - February 2025)
- Sales Consultant @ (June 2018 - October 2018)
- Management Assistant @ (August 2017 - May 2018)
- Intern @ CENTER FOR COMMUNITY AND FAMILY TRANSITIONS (May 2017 - August 2017)
- Shift Manager and Server and Cashier @ (October 2010 - May 2017)
Jake Richardson Education
- Appalachian State University
Bachelor's degree (Criminal Justice and Corrections)
2014-2017
Jake Richardson Skills
- Cold Calling
- Computer Literacy
- Customer Service
- Data Analysis
- Data Entry
- Finance
- Fixed Annuities
- Leadership
- Management
- Marketing
- Public Speaking
- Relationship Building
- Retirement Planning
- Sales
- Sales Management
- Sales Processes
- Securities industry exam
- Series 6
- Teamwork
- Time Management
- Underwriting
- Variable Annuities
- Wholesale
Jake Richardson Summary
- Jake Richardson, based in Matthews, NC, US, is currently a Recruiting Director at Equitable Advisors. Jake Richardson brings experience from previous roles at JPMorganChase, Brighthouse Financial and Enterprise Car Sales. Jake Richardson holds a 2014 - 2017 Bachelor's degree in Criminal Justice and Corrections @ Appalachian State University. With a robust skill set that includes Cold Calling, Computer Literacy, Customer Service, Data Analysis, Data Entry and more. Jake Richardson has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Equitable Advisors Employees
Loren Lo
Senior Vice President
Bellevue, WA, US
David Karr
Chairman of Equitable Advisors
New York, NY, US
James Mellin
President, Advice and Wealth Management
New York, NY, US
Dror Nir
President of The Greater New York Complex
New York, NY, US
Will Tsai
Chief Operating Officer
Madison, WI, US
Michael Goldberg
Senior Vice President, Southeast Complex
Boca Raton, FL, US
John Brennan
Vice President
Bala Cynwyd, PA, US
James Farally
Regional Vice President
Forest Hill, MD, US
Joel Cochran
Vice President, Red River Complex
Dallas, TX, US
Stephen Ashe
Senior Vice President, Northern Complex
Rochester, NY, US
Christopher Moss
Chief Operating Officer
New York, NY, US
Steven Deer
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Deerfield, IL, US
John Rohe
Regional Vice President
Columbia, MD, US
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