Jake provides operational and administrative assistance for Client Service team members, other departments, and clients.
Prior to joining the Waldron team, he served as a supervisor of the call center at First National Bank of Pennsylvania and as a senior representative at BNY Mellon in their Private Banking Concierge group. At Waldron, Jake specializes in maintaining client transactions and builds long-term relationships through servicing client needs.
Outside of the office, Jake enjoys watching all Pittsburgh sports and visiting friends and family. He resides in Castle Shannon, PA with his wife, Alyssa, and their son, Evander.