Jake Kulenty currently serves as Team Manager for Money Movement Services at TIAA, where leadership of a 15-member team involves mentorship, coaching, and career development. Throughout prior roles at TIAA, including Senior Client Relationship Consultant and Client Relationship Consultant, Jake focused on building and maintaining robust professional relationships with clients and strategic partners, enhancing advisor success, and driving operational efficiencies. Additionally, experience as an Investment Counselor at Fisher Investments involved establishing trusting client relationships and ensuring alignment with financial goals. Academic foundations include some MBA coursework completed at Regis University and a Bachelor of Science in Business Administration from the University of Colorado Denver.
This person is not in the org chart
This person is not in any teams
This person is not in any offices