Jake Butler

Jake Butler is a seasoned Planning Advisor currently with Singer Wealth since June 2023, previously serving as a Client Services Manager at TIAA from June 2021 to June 2023, where responsibilities included ensuring institutional client satisfaction and managing operational needs for retirement plan administrators. Prior roles in financial services included a Financial Services Consultant at TIAA, where Jake provided professional customer service and executed financial transactions while advising on long-term planning for retirement. Jake also gained experience as a Consultant at Kohlberg & Company, assessing ESG opportunities, and as a Summer Associate at Nuveen, focusing on raising awareness of ESG capabilities. Early career positions included a Summer Intern at Glenview Capital and various roles in customer service at Sunnybrook Country Club and Philadelphia Cricket Club. Jake holds a degree from Tulane University, attended from 2017 to 2021.