Jake collaborates with internal clients at the firm to understand what they need to better serve their external clients. He always aspires to deliver high-quality solutions that allow the firm to deliver excellent client service and superior technical quality.
Before joining the Technology Services Group, Jake spent over 10 years managing various assurance engagements for clients primarily in the investment industry. In his current role, Jake leverages his knowledge of the assurance process as he partners with the firm’s application development team and Assurance leaders to provide engagement teams with the right tools to efficiently service their clients.
- Greater Cincinnati Mutual Funds Association, Inc. (Treasurer)
- Ohio Society of CPAs
- American Institute of CPAs
Jake and his wife enjoy traveling, listening to podcasts and trying all types of craft beer. They live on the west side of Cleveland, Ohio, and in their spare time own and operate a Pure Barre studio in Rocky River.