Jake Roman

Jake Roman currently serves as the Head of Client Lending Solutions at Corient, a leading integrated fee-only RIA 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 and worked as an Executive Recruiter at Northbound Executive Search from June 2017 to January 2019. Jake's professional journey began with a summer internship at Townsend & Associates, Inc. in 2016. Educational credentials include a Bachelor's degree in Finance from James Madison University, obtained from 2013 to 2017, following completion of high school at West Morris Central High School from 2009 to 2013.