Jake Mingione
Vice President of Sales at OnBord
- Role
- Vice President of Sales at Onbord
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Jake Mingione
Experienced Sales and Relationship Management Professional with an extensive network of prospects, clients, vendors and other professionals within the financial services sector. Excellent history of facilitating significant company growth and achieving annual sales and revenue goals. Primary focus includes financial technology sales and business development to RIA, Broker Dealer and Wirehouse Firms.
Experience
Vice President of Sales
Jul 2021 — Present · Harleysville, PA, US
OnBord simplifies the client experience and streamlines onboarding, collecting all of your new client information in one place. From initial contact to account opening documents, OnBord automates your client data so you can focus on growing your practice and serving clients.onbord.io
Education
Penn State University
Finance
2013 — 2017
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