Jake Servas, Geneos Wealth Management Inc | Find your best path for intro

Jake Servas

Operations Associate

🏢 Job Change

(3 months ago)

Geneos Wealth Management Inc

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Last interaction was ** days ago.

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CRM Data

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Account Type****** ******

Account Owner**** *******

Account Opps/Deals

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Closed Won • Jan 25

***K $

Closed

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Past Champion

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Jakes’ Career Overlaps

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Worked in execs roles at *** together from 2021-2024

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Worked in the same department at *** together from 2021-2024

Jakes’ Past Experience

Geneos Wealth Management Inc
Operations Associate
Jan 25 - Present
Janus Henderson Investors
Investor Service Specialist
Nov 22- Jan 25
Vail Resorts
Support Staff
Nov 21- Apr 22

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