JM

Jake Mercier

RIA Relationship Manager at FLP

Jake Mercier is an experienced finance professional currently serving as an RIA Relationship Manager and Portfolio Analyst at F.L. Putnam Investment Management Company since January 2020. With a solid background in sales and client relationship management, Jake previously worked as an Internal Sales Consultant at John Hancock and has gained experience as a Financial Services Professional with NYLIFE Securities LLC and an Agent with New York Life Insurance Company. Jake holds a Master's degree in Blockchain & Digital Currency from the University of Nicosia and a Bachelor's degree in Economics from the University of Massachusetts Amherst, supplemented by various roles in customer service and order fulfillment in earlier career stages.

Links


Org chart