Jake Roman

Jake Roman serves as the Head of Client Lending Solutions at Corient, one of the largest integrated fee-only registered investment advisors in the United States, since March 2022. Prior to this role, Jake held the position of Mortgage Sales Associate at Wells Fargo from January 2019 to February 2022. Additionally, Jake gained experience as an Executive Recruiter at Northbound Executive Search from June 2017 to January 2019, following a summer internship at Townsend & Associates, Inc. in 2016. Jake holds a Bachelor's degree in Finance from James Madison University, completed in 2017, and graduated from West Morris Central High School in 2013.