Jake Pugliano Associate
Mr. Pugliano is an Associate in the Deal Origination Group, responsible for actively identifying, originating, and analyzing investment opportunities for private equity groups and corporate acquirers primarily in the industrial manufacturing & distribution, health care, technology and business services industries.
Prior to joining Dinan & Company in 2019, Mr. Pugliano was a Financial Consultant Partner with Charles Schwab in the Seattle branch. In his role as a Financial Consultant Partner, Mr. Pugliano met with clients to build financial plans, recommended investment strategies, and continuously monitored client portfolios to ensure they were congruent with the client’s goals. Before his branch role, Mr. Pugliano successfully completed the Financial Consultant Academy at Charles Schwab, a program focused on preparing professionals for a role as a Financial Consultant.
Mr. Pugliano holds a B.S. in Business Administration with an emphasis in Finance from the University of Arizona.