Jake Davies

Client Services - Wealth Management at WEALTH at work

Jake Davies is currently working as Client Services - Wealth Management at WEALTH at work since July 2021. Previously, Jake has completed various internship weeks in consulting, investment banking, and finance & professional services at Bright Network, partnering with top companies in the industry. Jake holds a Bachelor's degree in Banking and Finance from The Manchester Metropolitan University and is pursuing a Master's degree in Finance from the University of St Andrews.

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Org chart

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Manager

Neil Johnson

Head Of Client Services

Peers

Adam Rimmer

Client Services

Colin Brennan Dippfs

Client Services

Richard Ayers

Client Relationship Manager

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Timeline

Client Services - Wealth Management
July, 2021 - present

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