Jake McIntyre
Client Service Analyst
As a Client Service Analyst at Gresham, Jake helps provide support to the Client Service Team and works closely with the Client Service Associates on client paperwork and investment execution.
Jake joined Gresham in 2023 and his role involves assisting with daily processes essential to providing the clients with exceptional service, encompassing tasks like managing client paperwork, processing money movements, and preparing cash flow paperwork.
Prior to joining Gresham, Jake attended Villanova University where he studied economics and was a member of the swim team.
Outside of work, Jake enjoys hanging out with his friends and watching sports. Jake was a Division 1 swimmer at Villanova University.
Education Background
- B.A. Economics – Villanova University
