JM

Jake McLean

Retirement Plan Advisor

Jake McLean, M.S., currently serves as a Retirement Plan Advisor at Marsh McLennan since April 2022, providing securities and investment advisory services. Prior to this role, Jake held the position of Client Sales Associate at Marsh & McLennan Agency - West from July 2021 to April 2022. Experience also includes working as a Marketing Assistant at BUBS Naturals, where Jake utilized SQL, Python, and R Studio to optimize e-commerce marketing strategies, and served as a Marketing Emerging Opportunities Intern at TaylorMade Golf Company, focusing on audience development and revenue enhancement. Earlier roles include a Sales and Marketing Intern and Customer Service Intern at XTERRA WETSUITS, where substantial contributions to sales growth and customer satisfaction were made. Jake earned a Bachelor of Business Administration in Entrepreneurship and a Master of Science in Marketing Intelligence, both from Towson University.

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