Adam Jacobs Email & Phone Number

Chicago, Il, Us

San Jose, Ca, Us

• Manage the performance of a multi-billion-dollar global customer success portfolio and oversee commercial programs such as customer retention, product adoption/expansion, and strategic engagement.• Develop and monitor KPIs (including leading and lagging indicators), deliver data-driven performance insights/recommendations to boost revenue growth while creating retention strategies, and devise/implement portfolio segmentation and staffing model.• Coach and educate on new approaches to portfolio performance measurement by introducing new OKRs and championing data-driven decision-making.

Riverwoods, Il, Us

• Recognized as a trusted leader within risk management and across all lines of defense, provided leadership, direction, and cultural transformation to a 700-person department, and was selected by Consumer Banking leadership to oversee first-line risk. Functioned as the Chief of Staff and key advisor for the Chief Risk Officer while managing a wide range of daily duties and special project responsibilities. •Led a team of 5 direct reports, directed Discover's overall Risk Committee Governance, and developed reports and presentations for the company's Senior Management and Board of Directors. • Managed internal performance metrics, departmental $100M+ budget as well as Company-wide risk programsRisk Officer for Discover's $4B personal loans business and Consumer Banking Collections and Recovery (Personal Loans and Student Loans)• Oversaw a team of first line risk managers, responsible for the development, implementation and oversight of programs that supported effective risk and compliance management for Discover Personal Loans and Consumer Banking Collection and Recovery.

New York, New York, Us

• Redefined Citi’s quarterly risk assessment framework, including revisions to control environment metrics, thresholds, scoring, and reporting template; resulted in increased alignment between commentary and results, driving improved dialogue during quarterly facilitated sessions.• Worked with business leads to address critical operational risk events surrounding controls, issues, and operational losses; providing support and guidance. • Developed monthly control and compliance reporting, quarterly risk assessment reporting, and business risk committee reporting.

New York, New York, Us

Gb

Manager - FS Advisory Practice• Strategic advisor to Fortune 500 and 1000 organizations • Experienced in both sales and delivery of consulting services• Engagement leader for large change programs, M&A, and consulting assessments across financial servicesFS Industries: Payment Processors/Acquirers, Networks, Issuers, and Consumer BankingPayment Areas: Digital, Point-of-sale, Auth/Settlement optimization, Fraud, Corporate Risk, Regulatory, Compliance, and PCI-DSS

Dublin 2, Ie

I worked on several large-scale enterprise projects for Accenture's global clients who typically required complex systems, application integration, and program management services.

San Jose, Ca, Us

Conducted Quality Assurance Plans (QAP) for Cisco Academy Training Centers (CATC)

Ba, Telecommunications And Business

Ms, Information And Communications