EquityBee
Jake Taylor possesses extensive experience in equity success management and financial advisory roles. Currently serving as a Senior Equity Success Manager at Equitybee since May 2022, Jake previously held the position of Financial Advisor at Morgan Stanley from May 2020 to May 2022. Earlier in the career, Jake worked at Charles Schwab from July 2017 to November 2019, where roles included Financial Consultant Partner and Specialist for High Net Worth clients. Jake holds a Bachelor of Arts degree in Economics from the University of Arizona.
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