Sales & Marketing
Jake Anonson
Jake Anonson, CFA, CPA, serves as the Director, Insurance Alliances working closely with insurance company clients, prospects, and investment management teams. Prior to joining Miles Capital, Jake was a product specialist and portfolio analyst with Principal Global Investors. With over 17 years of industry experience, he also served as an auditor and credit analyst. Jake earned an MBA from Iowa State University and bachelor degrees in finance and economics from the University of Northern Iowa. Jake has earned the right to use the Chartered Financial Analyst designation and is a Certified Public Accountant.
Phone: 515-418-7448
janonson@miles-capital.com
David Jackson
David Jackson is a Client Development Consultant, focusing on sales of investment services in the consultant, institutional, and banking channels. David has 13 years of experience in sales of retirement plans. Prior to joining the firm, David was a sales leader with Zurich North America in Cleveland, Ohio.
Phone: 515-226-7014
djackson@miles-capital.com