Director, Wealth Management Coach
Current
Jun 2024 - Present
AeroLeads people directory · profile
Jake Trask, Cfp® Email & Phone Number
Advisory Consultant at TIAA
at
TIAA
1 work email found
@tiaa.org
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Advisory Consultant at TIAA
Location
Denver, Colorado, United States
Company size
Who is Jake Trask, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jake Trask, Cfp® is listed as Advisory Consultant at TIAA at TIAA, a with 11532 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at tiaa.org and a matched LinkedIn profile for Jake Trask, Cfp®.
Jake Trask, Cfp® previously worked as Director, Wealth Management Coach at Tiaa and Advisory Consultant at Tiaa. Jake Trask, Cfp® holds Bsba Finance, Finance from University Of Denver - Daniels College Of Business.
Company email context
Email format at TIAA
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*@tiaa.org
71% confidence
AeroLeads found 1 current-domain work email signal for Jake Trask, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Jake Trask, Cfp®
I’m an Advisory Consultant at TIAA with over a decade of experience in financial services. The most rewarding aspects of my job are learning about a client’s journey and what’s important to them, and then helping them build a plan for the future. As a financial advisor, I love helping clients execute strategies to work towards their financial goals.I earned my bachelor’s degree in finance from the University of Denver, during which time I spent a semester sailing around the Pacific Ocean. I now live in Denver with my wife, Caitlin. She and I enjoy traveling together especially internationally. In my free time, I enjoy spending time outdoors skiing, hiking, and camping. AR Insurance License #16363336CA Insurance License #0H57321
Listed skills include Wealth Management, Microsoft Office, Portfolio Management, Financial Reporting, and 7 others.
Current workplace
Jake Trask, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Tiaa
6 roles
Jake Trask, Cfp® work experience
A career timeline built from the work history available for this profile.
Advisory Consultant
Nov 2020 - Jun 2024
Sr. Wealth Management Client Relationship Consultant
Jul 2015 - Nov 2020
Wealth Management Contact Center Representative
Jun 2011 - Jul 2015
High Yield Intern
Jun 2009 - Sep 2010
Research Intern
Arrowhead Credit Research
Mar 2010 - Jun 2010
Team & coworkers
Colleagues at TIAA
Other employees you can reach at tiaa.org. View company contacts for 11532 employees →
BP
Bryant Potts
Colleague at TiaaCharlotte, North Carolina, United States
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RS
Rohit Sutar
Colleague at TiaaPune, Maharashtra, India
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JV
Jeff Vautier
Colleague at TiaaPhiladelphia, Pennsylvania, United States
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BD
Bibbi Deck
Colleague at TiaaUnited States
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PP
Prasanth P
Colleague at TiaaAldie, Virginia, United States
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SD
Santanu Datta
Colleague at TiaaNew York, United States
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AS
Ajit Singh
Colleague at TiaaPune, Maharashtra, India
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TB
Tom Boyle
Colleague at TiaaDenver Metropolitan Area, United States
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MW
Matthew Winslow
Colleague at TiaaCharlotte, North Carolina, United States
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VM
Vernon Minor
Colleague at TiaaConcord, North Carolina, United States
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Bryant Potts
Colleague at TiaaCharlotte, North Carolina, United States
View →
RS
Rohit Sutar
Colleague at TiaaPune, Maharashtra, India
View →
JV
Jeff Vautier
Colleague at TiaaPhiladelphia, Pennsylvania, United States
View →
BD
Bibbi Deck
Colleague at TiaaUnited States
View →
PP
Prasanth P
Colleague at TiaaAldie, Virginia, United States
View →
SD
Santanu Datta
Colleague at TiaaNew York, United States
View →
AS
Ajit Singh
Colleague at TiaaPune, Maharashtra, India
View →
TB
Tom Boyle
Colleague at TiaaDenver Metropolitan Area, United States
View →
MW
Matthew Winslow
Colleague at TiaaCharlotte, North Carolina, United States
View →
VM
Vernon Minor
Colleague at TiaaConcord, North Carolina, United States
View →
1 education record
Jake Trask, Cfp® education
FAQ
Frequently asked questions about Jake Trask, Cfp®
Quick answers generated from the profile data available on this page.
What company does Jake Trask, Cfp® work for?
Jake Trask, Cfp® works for TIAA.
What is Jake Trask, Cfp®'s role at TIAA?
Jake Trask, Cfp® is listed as Advisory Consultant at TIAA at TIAA.
What is Jake Trask, Cfp®'s email address?
AeroLeads has found 1 work email signal at @tiaa.org for Jake Trask, Cfp® at TIAA.
Where is Jake Trask, Cfp® based?
Jake Trask, Cfp® is based in Denver, Colorado, United States while working with TIAA.
What companies has Jake Trask, Cfp® worked for?
Jake Trask, Cfp® has worked for Tiaa, Aladdin Capital Management, and Arrowhead Credit Research.
Who are Jake Trask, Cfp®'s colleagues at TIAA?
Jake Trask, Cfp®'s colleagues at TIAA include Bryant Potts, Rohit Sutar, Jeff Vautier, Bibbi Deck, and Prasanth P.
How can I contact Jake Trask, Cfp®?
You can use AeroLeads to view verified contact signals for Jake Trask, Cfp® at TIAA, including work email, phone, and LinkedIn data when available.
What schools did Jake Trask, Cfp® attend?
Jake Trask, Cfp® holds Bsba Finance, Finance from University Of Denver - Daniels College Of Business.
What skills is Jake Trask, Cfp® known for?
Jake Trask, Cfp® is listed with skills including Wealth Management, Microsoft Office, Portfolio Management, Financial Reporting, Powerpoint, Microsoft Excel, Retirement, and Services.
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