Jake Sand
Cockeysville
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Operations Manager
Mercer Advisors/Glass Jacobson
02.2019 - Current
- I was responsible for oversight of all non-advisor functions within the firm, which broadly includes: Client Admin staff, Marketing, IT, Physical property management, and maintaining our reporting and data management.
- I lead our firms M&A integrations, including onboarding two firms, selling off a firm, and managing our own integration from Glass Jacobson into Mercer Advisors.
- I developed and oversaw initiatives to update and expand our firms capabilities including overhauling the infrastructure of our Financial planning department, redesigning and updating our client reporting reports and client portal.
- I oversaw and managed our firms investment committee on managed our approved funds trading list.
Relationship Banker
M&T Bank
2015 - 2019
- Supported 70+ branches in the Greater Baltimore Market
- Managed a book of clients and worked to support their financial targeted financial needs.
- Assumed acting branch manager duties while branch manager was on FMLA for 8 months.
- Participated in the Baltimore Market employee engagement committee which sough to address training and support needs for the 100+ branches in the baltimore market.
Business Manager
The Legacy School
2016 - 2018
- Managed the billing and collections for all tuition payments.
- Responsible for all internal bookkeeping and prep work for the accountants.
- Tracked and reported on billable tutoring hours for both the client billing and teacher compensation.
Education
DC (Doctor of Chiropractic) - Chiropractic
Northeast College of Health Sciences
Seneca Falls, NY12-2014
Master of Science - Applies Clinical Nutrition
Northeast School of Health Sciences
Seneca Falls, NY01-2014
Bachelor of Arts - Business Administration
McDaniel College
Westminster, MD01-2008
Certification
CIMA - Certified Investment Management Analyst
Timeline
Operations Manager
Mercer Advisors/Glass Jacobson
02.2019 - Current
Relationship Banker
M&T Bank
2015 - 2019
Business Manager
The Legacy School
2016 - 2018
DC (Doctor of Chiropractic) - Chiropractic
Northeast College of Health Sciences
Master of Science - Applies Clinical Nutrition
Northeast School of Health Sciences
Bachelor of Arts - Business Administration
McDaniel College