Jake Ulrich

Jake Ulrich is a seasoned professional in wealth management, serving as Managing Partner at Arbor Wealth Management since May 2012, where a focus on the art of wealth management is emphasized. Prior to this role, Jake held the position of Branch Manager-Vice President at Bank of Montreal from September 2007 to May 2012, overseeing substantial balance sheet growth across two locations with a combined portfolio of $120 million. Jake began a career in banking at M&I Bank as a Personal Banker from February 2006 to September 2007, achieving a top 10% ranking among 500+ bankers while training for management. Earlier experience includes serving as a Member Service Representative at Desert Schools Federal Credit Union in 2005-2006, where comprehensive product knowledge facilitated superior member service. Educational background includes attendance at Arizona State University.