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
- 2022 -now Associate Vice President @
- 2020 -now All things 401(k) Plans @
- 2019 -2020 Product Owner @
- 2019 -2019 Business Analyst @
- 2018 -2019 Retirement Plan Administrator @
- 2016 -2018 Education Specialist @
- 2014 -2016 Plan Administrator @
- 2011 -2014 Trust Administrator @
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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