LiveView Technologies
Jake Moon is an accomplished professional with extensive experience in client success and financial advisory roles. Currently serving as an Enterprise Client Success Manager at LiveView Technologies since November 2022, Jake previously worked as a Client Strategy Consultant at MX from May 2020 to October 2022 and spent nearly a decade as a Financial Advisor at Merrill Lynch Wealth Management from September 2010 to May 2020. Jake holds a Bachelor's Degree from Utah Valley University, obtained between 2005 and 2009.
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