Jake Greenwald joined Cumberland Trust team in 2024 as an Associate in Compliance and Risk Management. In this role, Jake focuses on the standards and procedures of risk mitigation, including account reviews and documentation. Importantly, the Compliance and Risk Management team focuses on ensuring Cumberland Trust complies with various regulatory requirements and adheres to company policies and procedures, supporting the protection and preservation of client assets. Previously, Jake served as a Vendor Services Intern for Ncontracts.
Jake holds B.B.A. degrees in Management and Finance from The University of Mississippi. Additionally, Jake has partnered with the Boys & Girls Club of North Mississippi to support fundraisers and special projects.