CBIZ
Jake Adamczyk currently serves as the Director of Strategic Operations & Client Experience at CBIZ, a position held since December 2021, and previously held roles such as Senior Manager of Client Consulting and Lead Client Service Consultant within the same company. Prior experience includes serving as a Financial Advisor at both OnPoint Wealth Partners and Raymond James for a brief period in 2021, and spending over a decade at Marcum Wealth where Jake held the position of Director of Retirement Plan Services and Associate Vice President. During tenure at Marcum Wealth, Adamczyk co-created a corporate retirement plan advisory line of business and oversaw significant business growth initiatives. Jake Adamczyk earned a BSBA in Finance from John Carroll University, completing studies from 2007 to 2011.
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CBIZ
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With over 120 offices and nearly 7,000 associates throughout the U.S., CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.