Operations Manager
Jake joined in 2025 and brings a wealth of experience in operations and management expertise to the team. In his tenure working in wealth solutions, Jake applies his skills to enhance business performance, streamline workflows and ensure clients experience a smooth customer journey. His ability to integrate data-driven strategies with human-centric processes has contributed to measurable success in operations.
He is a graduate of Western Washington University, where he earned a Bachelor of Business Administration in Finance while working at a film production company. Jake's career journey includes roles in record-keeping and financial analysis at a community bank, production management at a film company as well as operational and accounting leadership at a software startup.
When not at work, Jake enjoys spending time with family and friends, hiking scenic trails, paddleboarding any body of water, running races and attending live theater performances.