Jake Corcoran serves as a Client Services Manager and Investment Strategist with VestGen. His responsibilities include investment research, portfolio analysis, and the creation of financial plans and client reports. He also assists with trading and order entry.
Prior to joining VestGen, Jake worked in various roles at the LAT Group, Capgemini, and Rimkus Consulting Group. He developed project management, business development, and adaptability skills in these positions.
A graduate of the University of Iowa, Jacob holds a degree in Electrical Computer Engineering with minors in Business Administration and Computer Science. He holds his Series 7, Series 63, and Life & Health insurance licenses.
