Elizabeth Jacoby Email and Phone Number

Lead the team responsible for the stocked based compensation expensing, providing clients with consulting, training, and complex valuations.

Conducted IRC 409a, ASC820, and stock based compensation valuations for private companies and investment firms.

Develop economic loss reports and models to be presented in various courts of law in order to reach settlement.Compile, research, analyze, and interpret economic data related to specific industries, inflation, interest rates, demographic trends, consumption, employment and wage trends by geographical regions to calculate and forecast economic damages.Review documents to evaluate economic damages and identify issues.

Review financial records including credit reports, personal and commercial income statements, and bank statements to determine liquidity and borrower's ability to repay debt.Create loan proposals analyzing borrower's past and projected future performance, liquid assets that could be used as collateral, credit risk, and financial stability.Present these loan proposals to the Credit Management Team, where the loan will be approved or rejected.Manage and monitor, as a team, a pipeline of credit lines, small business loans, and commercial real estate loans to ensure frequent payment and ensure default does not occur.

Input client information into the company's database and file important documents.Compile correspondence with current clients and information packets for prospective clients. Implemented Salesforce when sending correspondence to current and prospective clients.Created a drip marketing campaign for new business leads.Assisted Financial Advisors with meetings and events in order to grow their business.Assist with buying and selling strategies.

Planned, prepared, and carried out events including economic forecasting lectures, business award breakfasts, alumni events, and other networking events for current students.Gathered information to be used in analysis or presentations for the Chief Economist, Dr. Lynn Reaser.Opened, closed, and provided assistance at the front desk of the MBA School.

Provided administrative assistant work.Tracked lost business and followed-up with them.Prepared marketing items to be handed out at conferences held at the hotel.

Provided assistance in filing, making folders, and other administrative tasks.Gained knowledge and created files in the computer program Meeting Matrix.Researched and determined areas of cyber marketing for the company.Opened, closed, and coordinated for events for the company's venue.