Donna Jacobs

Donna Jacobs Email and Phone Number

Senior Integration Advisor @ MAI Capital Management, LLC
cleveland, ohio, united states
Donna Jacobs's Location
Cleveland, Ohio, United States, United States
Donna Jacobs's Contact Details
About Donna Jacobs

Donna Jacobs is a Senior Integration Advisor at MAI Capital Management, LLC. She possess expertise in fixed income, bloomberg, equities, bonds, capital markets and 13 more skills.

Donna Jacobs's Current Company Details
MAI Capital Management, LLC

Mai Capital Management, Llc

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Senior Integration Advisor
cleveland, ohio, united states
Website:
mai.capital
Employees:
169
Donna Jacobs Work Experience Details
  • Mai Capital Management, Llc
    Senior Integration Advisor
    Mai Capital Management, Llc Jul 2022 - Present
    United States
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  • Keybank
    Senior Portfolio Manager
    Keybank Jul 1988 - Nov 2021
    Cleveland Ohio
    Senior Vice President and Senior Portfolio Manager of KeyBank’s Private Bank Securities Lending Department. Responsible for the lending of all asset classes managed within the Securities Lending program, which at its peak was greater than $40 billion AUM. Takes an active role in all other aspects of the program, with an emphasis on borrowing portfolio strategies, customer and broker relations, client reporting, and fiduciary and compliance reporting. Actively contributed to the success of the business. Secretary of the Securities Lending Committee.
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  • Mcdonald & Company Securities
    Municipal Trading Assistant
    Mcdonald & Company Securities Apr 1984 - Jul 1988
    Cleveland/Akron, Ohio Area

Donna Jacobs Skills

Fixed Income Bloomberg Equities Bonds Capital Markets Securities Lending Portfolio Management Securities Trading Hedge Funds Collateral Management Asset Management Derivatives Investment Banking Financial Markets Back Office Asset Managment Corporate Actions

Donna Jacobs Education Details

Frequently Asked Questions about Donna Jacobs

What company does Donna Jacobs work for?

Donna Jacobs works for Mai Capital Management, Llc

What is Donna Jacobs's role at the current company?

Donna Jacobs's current role is Senior Integration Advisor.

What is Donna Jacobs's email address?

Donna Jacobs's email address is do****@****ect.com

What is Donna Jacobs's direct phone number?

Donna Jacobs's direct phone number is (212)-903*****

What schools did Donna Jacobs attend?

Donna Jacobs attended Baldwin-Wallace College.

What are some of Donna Jacobs's interests?

Donna Jacobs has interest in Politics, Economic Empowerment.

What skills is Donna Jacobs known for?

Donna Jacobs has skills like Fixed Income, Bloomberg, Equities, Bonds, Capital Markets, Securities Lending, Portfolio Management, Securities, Trading, Hedge Funds, Collateral Management, Asset Management.

Who are Donna Jacobs's colleagues?

Donna Jacobs's colleagues are Derrick Hope, Sally Sanders, Sheena Dee Pauley Cfp® Ctfa, Melinda Impellizzeri, Rick Beebe, Joe Palko, Cfp®, Steven M. Mathews, Cfp®, Mba.

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