Jake provides operational and administrative assistance to the Client Service team members, other departments and directly to clients. Prior to joining Waldron, Jake worked as a Supervisor of the call center at First National Bank of Pennsylvania. He also worked at BNY Mellon for 5 years as a senior representative in their Private Banking Concierge group where he gained extensive experience in the servicing and building of relationships with high net worth clientele.
Jake lives in Castle Shannon with his wife Alyssa and his son, Evander and their cat, Sheldon. They enjoy spending time at the Zoo, Kennywood and Children’s Museum. Jake is an avid Penguins fan and enjoys jogging and cycling.
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