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Jake has over ten years of financial services experience, including six years in technology investment banking. Throughout his career, Jake has advised over 30 public and private companies on buy-side, sell-side, and debt/equity capital transactions. Prior to joining Janney, Jake held roles Moelis & Company, Union Square Advisors, and CLSA.

Jake earned an M.B.A. in Finance at Duke University’s Fuqua School of Business and his B.B.A in Finance from the University of Texas Austin McCombs School of Business. 

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