Jake Wright Email & Phone Number
Associate Vice President @ San Diego Pension Consultants
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Jake Wright Location
- San Diego, CA, US
Jake Wright Work
- Associate Vice President @ (March 2022 - Present)
- All things 401(k) Plans @ (July 2020 - Present)
- Product Owner @ (September 2019 - July 2020)
- Business Analyst @ (May 2019 - September 2019)
- Retirement Plan Administrator @ (May 2018 - May 2019)
- Education Specialist @ (October 2016 - May 2018)
- Plan Administrator @ (September 2014 - October 2016)
- Trust Administrator @ (June 2011 - September 2014)
Jake Wright Education
- Occidental College
Bachelor's degree (Economics)
2007-2011 - Cathedral Catholic High School
Jake Wright Skills
- Portfolio Management
- FINRA
- Securities
- Banking
- Investments
- Private Banking
- Agile Methodologies
- Finance
- Series 6
- Scrum
- Customer Service
- Financial Analysis
- Financial Services
- Retirement Planning
- Wealth Management
- Mutual Funds
Jake Wright Summary
- Jake Wright, based in San Diego, CA, US, is currently a Associate Vice President at San Diego Pension Consultants. Jake Wright brings experience from previous roles at San Diego Pension Consultants and Corelation, Inc.. Jake Wright holds a 2007 - 2011 Bachelor's degree in Economics @ Occidental College. With a robust skill set that includes Portfolio Management, FINRA, Securities, Banking, Investments and more. Jake Wright has 1 emails and 1 mobile phone numbers on RocketReach.
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