JW

Jake Wood

Head of Client Service at Y TREE

Jake Wood has a diverse work experience in various roles. Jake is currently working at Y TREE as the Head of Client Service since February 2023. Prior to this, they worked as an Operations Manager at Y TREE from April 2019 to February 2023. Before joining Y TREE, Jake worked at Partners Capital as a Senior Client Services Associate from June 2016 to April 2019, and as a Client Services Associate from July 2014 to June 2016. Jake also gained experience as a Corporate Action Analyst at Morgan Stanley from November 2013 to June 2014. In addition, Jake worked at Segway Events Ltd as a Team Member from June 2011 to October 2011, where they led groups, handled cash, and ensured the safety and supervision of customers during off-road Segway experiences.

Jake Wood attended Great Wyrley Sixth Form from 2008 to 2010, where they pursued A Levels in Maths, IT, and Business Studies. Subsequently, from 2010 to 2013, they enrolled at the University of Reading and completed their Bachelor of Science degree with a major in Finance and Investment Banking.

Links


Timeline

  • Head of Client Service

    February, 2023 - present

  • Operations Manager

    April, 2019