Jake Linney
Helping advisory firms grow AUM by enabling wealth advisors to win 401(k) business
- Role
- Aboon
- Location
- Greensboro, NC, US
- LinkedIn followers
- 500 followers
About Jake Linney
I help advisory firms activate their wealth advisors in the small business 401(k) market…
Experience
Present
Skills
- Mutual Funds
- Qualified Retirement Plans
- Financial Planning
- Pension Funds
- Investments
- Retirement Planning
- Finance
- Mergers & Acquisitions
- Investment Strategies
- Alternative Investments
- Defined Contribution
- Profit Sharing
- Retirement Benefits
- Pensions
- Pension Administration
- 401k
- Retirement Plan Consulting
- Investment Advisory
- Financial Services
- Retirement
- Defined Benefit
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