With work experience over five years, this professional is now working at Cammack Retirement Group which is based in 4 as a Associate Account Manager. Jake received his education from 2014 to 2018 at the Bentley University. Jake is located in Medfield, Massachusetts. To contact Jake, you can search for their phone number or email or get additional info by requesting access to Jake's additional details on this website.
Name variants:
Jacob Phelan
Last updated May 23, 2024
Contact Information
Last Update
Jul 7, 2022
Email
jp**@cammackretirement.com
Location
Medfield, MA
Company
Workplace
Colleagues
Work History
Associate Account Manager
40 Wall Street Ct, New York, NY 10005
Cammack Retirement Group provides investment advisory, consulting and actuarial services to retirement plans with assets totaling more than $125 billion . Founded over 50 years ago, our firm...
from Jun 2018
Intern
3990 Westerly Pl SUITE 230, Newport Beach, CA 92660
Jun 2015 — Aug 2016
Education
2014 — 2018
2001 — 2004
Occupations
Accountant
Account Manager
Supporting Member
Lawyer
Fiduciary
Finance and Accounting Specialist
Team Member
Trust Law Attorney
Lawyer
Accounting Bookkeeper
Bookkeeper
Skills
Accounting
Finance
Microsoft Excel
Microsoft Word
Factset
Public Speaking
Running
Business Strategy
Cooking
Economics
Fashion
FAQs about Jake Phelan
What's the main profession of Jake Phelan?
This professional's job is Associate Account Manager
What are the profession of Jake?
These person's professions are Accountant and Account Manager
Where does Jake Phelan currently live?
Medfield, Massachusetts is the place where Jake Phelan currently lives
What is Jake Phelan's email?
The expert's email is jp**@cammackretirement.com.
How many companies did Jake Phelan work at?
Jake Phelan worked at four jobs.
Where has Jake Phelan studied?
Jake studied at the Bentley University from 2014 to 2018.
What is professional industry that Jake Phelan is connected to?
This professional works in Financial Services industry.
Are there any special skills, that Jake Phelan has?
Jake has skills in the following areas: Accounting, Finance, Microsoft Excel, Microsoft Word, Factset, Public Speaking, Running, Business Strategy, Cooking, Economics, and Fashion.