Jake Ballard is an Associate, Sales Enablement on the Marketing Team, responsible for managing and executing requests for proposal (RFPs) and due diligence questionnaires, creating and maintaining sales collateral including custom prospect materials, and providing marketing support throughout the sales process. Prior to joining CenterSquare, Jake was an RFP Specialist at SEI Investments, responsible for completing RFPs and DDQs across SEI’s Global Institutional business and Investment Manager Services platform.
Jake earned a B.S.B.A. in Strategy, Management and Operations from The Catholic University of America.
<1 years with the firm
6 years of industry experience
