Jake Trainor

Jake Trainor

Sales Assistant

Jake came to our program in 2017 as a summer intern.  Jake graduated with honors from the University of Essex with a Bachelor in Banking and Finance and has currently been accepted to complete his Masters Degree in Finance and Investments.
While completing his studies he will be assisting our advisors, by working on dedicated programs and platforms, creating client centered presentations.  His technical prowess is helpful when assisting our advisors with more Market Focused projects. 

 

Phone 518-370-7249
Fax 518-370-7248