Jake Haberle is a seasoned financial professional with extensive experience in valuations, insurance, and investment services. Currently serving as a Senior Valuations Analyst at Great-West Financial since October 2018, Jake has also pursued full stack web development through University of Denver Boot Camps since June 2020. Prior roles include Regional Vice President at First Annuity & Insurance Marketing, where expertise was applied in recruiting and training producers, and various positions at Charles Schwab, including Senior Specialist in Trade Away Services and Senior Clearing Specialist, focusing on client interactions and efficient trade settlements. Earlier experience includes fund accounting at ALPS, A DST Company. Jake holds a Bachelor's Degree in Economics from Colorado State University.
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