Jake Adamczyk

Jake Adamczyk currently serves as the Director of Strategic Operations & Client Experience at CBIZ, a position held since December 2021, and previously held roles such as Senior Manager of Client Consulting and Lead Client Service Consultant within the same company. Prior experience includes serving as a Financial Advisor at both OnPoint Wealth Partners and Raymond James for a brief period in 2021, and spending over a decade at Marcum Wealth where Jake held the position of Director of Retirement Plan Services and Associate Vice President. During tenure at Marcum Wealth, Adamczyk co-created a corporate retirement plan advisory line of business and oversaw significant business growth initiatives. Jake Adamczyk earned a BSBA in Finance from John Carroll University, completing studies from 2007 to 2011.