Client Service Associate
Jake is a Client Service Associate at McLean where he assists with all client services including, money movements, relationship management, account maintenance as well as assisting the New Hampshire planning team in resolving client inquires.
Prior to joining the McLean team, Jake worked at a Multi Single-Family Office in Boston, MA working on the Client Service Team.
- B.S. Business Administration, Southern New Hampshire University
Greatest Professional Satisfaction
Working alongside a highly talented team focused on creating and executing tailored solutions for each client’s unique financial circumstances.
Greatest Personal Satisfaction
Exploring the Mountains across New England, from Camping and Hiking in the New Hampshire and Maine to downhill biking and skiing in Vermont. Not to mention cheering on all of New England’s sports teams!