Jakie is the Vice President of Marketing at IRIS Media Works | Advisorpedia. She has served in various marketing, leadership, communication and event management roles across the financial services industry for more than 15 years. She has built a deep understanding of Advisors, investors and the challenges they face through her work at Wells Fargo Wealth Management, Schwab Advisor Services and Schwab Corporate Services. Writing for Advisorpedia is her first foray into journalism – let her know if you have feedback or suggestions! Connect with her on LinkedIn.
