Jake Kielly
Account Associate @PIMCO
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WORK HISTORY
Account Associate @PIMCO
Austin, TX, US
Partner with field-based Account Managers to strengthen client relationships across wirehouses, regional banks, and independent broker/dealers. Provide financial advisors with market insights, product information, and sales support across PIMCO’s full suite of fixed income and credit strategies. Support business development efforts by contributing to territory planning, client engagement, and execution of sales initiatives. Collaborate with cross-functional teams to enhance the sales process and deliver exceptional client service. Actively pursue professional development opportunities, including licensing and industry certifications, to strengthen expertise in investment management.
ABOUT JAKE KIELLY
Former pro athlete. Lifelong learner. Finance nerd with a competitive…
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