Director Fixed Income Sales
CurrentInstitutional Fixed Income Sales to financial institutions, investment advisors, public entities, and trust departments.
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@northlandsecurities.com
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2 phones found area 312 and 248
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Edward Jacobs is listed as Director Fixed Income Sales at Northland Securities at Northland Securities, a with 84 employees, based in Greater Chicago Area, United States. AeroLeads shows a work email signal at northlandsecurities.com, phone signal with area code 312, 248, and a matched LinkedIn profile for Edward Jacobs.
Edward Jacobs previously worked as Director Fixed Income Sales at Northland Securities and Principal at Multi-Bank Securities, Inc.. Edward Jacobs holds B.S., Public Finance, Transportation from Indiana University Bloomington- O'Neill School Of Public And Environmental Affairs.
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I have a successful track record of fixed income sales in both tax exempt and taxable securities, as well as funding products to a variety of customer types. Clients have included financial institutions, municipalities, financial advisers, high net worth individuals and trust companies both within traditional broker dealers as well as within bank capital markets groups. I also have significant experience in managing productive sales forces in both smaller scale and larger scale sales environments. I have expertise in developing new business externally as well within large banks. I managed a middle market funding desk that provided money market instruments for many public entities and helped fund a significant loan portfolio for a large banking institution. I spent ten years as an elected school board member within my community district. I served as a steering committee member and as an Oversight Committee member of Lake County HSD #113's (Deerfield-Highland Park) I have also been on the Board of Visitors and Distinguished Alumni Council at Indiana University's School of Public and Environmental Affairs (SPEA). I recently received the 2016 SPEA Undergraduate Alumni of the year award. I have attended and spoke at IGFOA conferences on investments and debt issuance. Previously, I was a member of the Regional Advisory Committee of the Bond Market Association I served on the Service Advisory Committee of the Illinois Association of School Business Officials where I had spoken on investment products I currently hold Series 7,63,24,52, and 53 licenses.Third party posts do not reflect the views of Northland Securities and have not been reviewed by Northland Securities for completeness or accuracy.
Listed skills include Capital Markets, Portfolio Management, Fixed Income, Investments, and 32 others.
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Milwaukee/Chicago
Institutional Fixed Income Sales to financial institutions, investment advisors, public entities, and trust departments.
Greater Chicago Area
Institutional Fixed Income Sales and Portfolio Analysis to financial institutions, wealth management and asset managers, public entities, investment advisors and corporations. Tax-exempt, taxable, and money market instruments. Also looking to build up the firm's profile in the Chicago market by adding quality fixed income sales people to our staff. Strong, well capitalized firm with outstanding capabilities.
Greater Chicago Area
Institutional Fixed Income Sales and Portfolio Analysis to financial institutions, wealth management/asset managers,public entities, investment advisors and corporations. Tax-exempt, taxable, and money market instruments. Responsible for bringing multiple new relationships to the firm resulting in a significant amount of new revenue over the last 3+ years despite challenging bond market conditions.
Milwaukee, Wisconsin
Highly successful tax exempt and taxable fixed income security salesperson and portfolio strategist to financial institutions, financial advisors, municipalities, and corporate customers.Established numerous highly profitable bank funding relationships.Brought in over twenty five new institutional relationships with over $1 billion in balances and $3mm in revenue and $900mm in funding products.
Chicago
Fixed Income Sales to Financial Institutions and Municipalities
Responsible for all aspects of a top performing sales and support staff including revenue growth, account management, marketing, training, and human resources. Increased sales yearly from 1992 through 2004.Expanded customer base exponentially to include financial institutions, financial advisors, trust companies, middle market and large corporate customers as well as public fund/ municipal entities.Created and managed a national middle market/ large corporate funding desk.Coordinated BOCM investment activities amongst internal product partners such as wealth management, middle market and large corporate banking and treasury management.Managed BOCM regional offices in Chicago, Indianapolis, Detroit, and Milwaukee.Chaired or served on numerous mergers related committees as well as BOCM compliance committees.
Independent Floor Trader- Standard &Poor's 500 Stock Index Futures and Options.
Developed more than twenty five new relationshipsGenerated more than $2 million dollars in revenue.
Fixed income security sales to financial institutions and high net worth individuals
Other employees you can reach at northlandsecurities.com. View company contacts for 84 employees →
Kyle Johnson
Colleague at Northland SecuritiesGreater Minneapolis-St. Paul Area, United States
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Bob Schnell
Colleague at Northland SecuritiesGreater Minneapolis-St. Paul Area, United States
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Brian Gifford
Colleague at Northland SecuritiesMinneapolis, Minnesota, United States
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Traci Spanier
Colleague at Northland SecuritiesGreater Minneapolis-St. Paul Area, United States
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Tammy Omdal
Colleague at Northland SecuritiesMinneapolis, Minnesota, United States
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Bill Fahey
Colleague at Northland SecuritiesNorthfield, Minnesota, United States
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Jeff Rahm
Colleague at Northland SecuritiesMinneapolis, Minnesota, United States
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Nauman Zahoor
Colleague at Northland SecuritiesEdmonton, Alberta, Canada
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Eric Soderberg
Colleague at Northland SecuritiesMinneapolis, Minnesota, United States
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Scott Wenino
Colleague at Northland SecuritiesGreater Minneapolis-St. Paul Area, United States
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Activities and Societies: Alpha Epsilon Pi Social Fraternity- Treasurer, Pledge Master Student Alumni Council Committee Chairman IU.
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Edward Jacobs works for Northland Securities.
Edward Jacobs is listed as Director Fixed Income Sales at Northland Securities at Northland Securities.
AeroLeads has found 1 work email signal at @northlandsecurities.com for Edward Jacobs at Northland Securities.
AeroLeads has found 2 phone signal(s) with area code 312, 248 for Edward Jacobs at Northland Securities.
Edward Jacobs is based in Greater Chicago Area, United States while working with Northland Securities.
Edward Jacobs has worked for Northland Securities, Multi-Bank Securities, Inc., Piper Jaffray, M&I Bank/Capital Markets, and Morgan Keegan.
Edward Jacobs's colleagues at Northland Securities include Kyle Johnson, Bob Schnell, Brian Gifford, Traci Spanier, and Tammy Omdal.
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Edward Jacobs holds B.S., Public Finance, Transportation from Indiana University Bloomington- O'Neill School Of Public And Environmental Affairs.
Edward Jacobs is listed with skills including Capital Markets, Portfolio Management, Fixed Income, Investments, Securities, Bonds, Finance, and Financial Analysis.
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