Jake Watroba
About Jake Watroba
Jake Watroba is a Plan Management Analyst at Milliman, where he has worked since 2017. He has a diverse background in financial services, having held various roles at Wells Fargo and RBCU, and he holds an Associate degree in Applied Science, Radio Broadcasting from Brown College.
Work at Milliman
Jake Watroba has been employed at Milliman as a Plan Management Analyst since 2017. In this role, he performs daily and annual reconciliation of qualified retirement plans. His responsibilities include ensuring compliance with employer retirement plan documents for clients and participants. Watroba's expertise in data analysis contributes to the accuracy and quality of client payroll files.
Previous Experience in Financial Services
Before joining Milliman, Jake Watroba gained extensive experience in the financial services industry. He worked at Wells Fargo as a Teller from 2012 to 2013, where he handled customer transactions and inquiries. Following that, he served as a Member Service Representative at RBCU from 2013 to 2014, acting as the primary contact for client requests. He later held the position of Senior Member Service Representative at RBCU from 2014 to 2015, where he reviewed reports for accuracy and quality.
Education and Expertise
Jake Watroba studied at Brown College, where he earned an Associate degree in Applied Science, Radio Broadcasting from 2009 to 2011. This educational background provided him with foundational skills that he has applied throughout his career in various roles within the financial sector.
Career Progression in Customer Service
Jake Watroba's career began in customer service, where he worked as a Shift Supervisor at Bruegger's Bagels from 2007 to 2008. He then transitioned to the financial sector, where he held multiple roles at RBCU, including Credit & Debit Card Representative from 2015 to 2016. His experience in these positions equipped him with strong communication and client management skills.