Jake Barry's work experience begins in 2016 as a Client Associate at Wells Fargo Advisors. In this role, they designed and implemented customized client-facing portfolio analysis reports, actively reviewed client account asset allocation, and maintained a recommended list of investment managers. Jake then moved on to Stride Software in 2018, where they worked as a Business Development Representative, bridging the gap between legacy marketing clouds and creating personalized customer experiences. In 2019, Jake joined Tipalti, starting as a Sales Development Representative, and eventually transitioning to an Account Executive position. Currently, they hold the role of Strategic Account Manager at Tipalti.
Jake Barry attended California Polytechnic State University-San Luis Obispo from 2014 to 2018. During this time, they pursued a Bachelor's degree in Agricultural Business and Management.
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