Erik Jacobson Email and Phone Number
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Erik Jacobson is a Executive Director - Americas Cash & Liquidity Solutions Lead at JPMorgan Chase & Co.. He possess expertise in securities, investments, bloomberg, banking, finance and 6 more skills.
Jpmorgan Chase & Co.
View- Website:
- jpmorganchase.com
- Employees:
- 286575
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Executive Director - Americas Solutions Lead - Liquidity, Cash, FxJpmorgan Chase & Co. Jan 2022 - PresentNew York, New York, United States
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Vice President - Liquidity SolutionsJpmorgan Chase & Co. Nov 2017 - Jan 2022New York, New York
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Vice President - Fx Sales And Relationship ManagerJ.P. Morgan 2012 - Oct 2017Greater New York City Area• Responsible for pitching the product to prospects, growing the FX flow from existing clients, negotiating pricing arrangements, and discussing product enhancement, working with as many as 35 clients at a time• Lead coverage for some of J.P. Morgan’s largest Tier 1 clients in the Americas - primary focus on Asset Managers, Insurance, Banks and Broker Dealers, and ETFs• Work directly with traders, portfolio managers, operations leads, and C-Suite Executives (CIOs, COOs) to implement Foreign Exchange solutions in order to assist clients in achieving their goals• Lead coaching / mentoring initiatives for new analysts and associates within the Investor Services FX space including holding bi-weekly training sessions on our product, pitching and presenting the product, and appropriately answering client questions• Serve as main backup for the Senior Relationship Managers, by supporting one-off analysis requests, providing detailed responses on client queries, and prepping senior management decks -
Pricing Direct AssociateJ.P. Morgan 2009 - 2012Greater New York City Area• Priced and provided daily, 3rd party valuation of Trust IO/POs and Agency and Non-Agency Derivatives to a variety of clients including asset managers, hedge funds, mutual funds, banks and other major financial institutions• Served as Relationship manager for 5 high priority accounts• Communicated with Traders & Portfolio Managers both internally and externally to ensure up to the minute market conditions are factored into daily valuations• Participated in sales calls providing insight and proficiency on escalated and open issues such as valuation of products• Collaborated with Senior Managers in PricingDirect and the Client Valuation Group to streamline the process of disseminating accommodative pricing to clients• Assisted in the training requirements and served as a mentor for the new hires and Interns on PricingDirect’s MBS team
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Client ValuationsJ.P. Morgan 2007 - 2009Greater New York City Area• Reduced the time it takes to price CMO securities from an average of 3 hours to less than 30 minutes while also ensuring greater accuracy• Liaised with marketing representatives and clients to establish pricing requirements• Interacted with regional offices to facilitate securities valuations for European and Asian clients
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Financial AnalystThe Ayco Company, L.P., A Goldman Sachs Company Jan 2007 - Jul 2007Albany, New York Area• Provided financial counseling for executives of Fortune 500 companies with assets greater than $1M • Incorporated client’s company benefits and personal assets to ensure clients understood all aspects of their financial portfolio• Educated clients on all aspects of financial planning ranging from asset allocation to cash flow management to tax strategies and retirement planning• Coached clients on various investment vehicles such as stocks, bonds, mutual funds and ETF’s to ensure they are preparing properly to meet all of their desired financial goals
Erik Jacobson Skills
Erik Jacobson Education Details
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Business/Managerial Economics
Frequently Asked Questions about Erik Jacobson
What company does Erik Jacobson work for?
Erik Jacobson works for Jpmorgan Chase & Co.
What is Erik Jacobson's role at the current company?
Erik Jacobson's current role is Executive Director - Americas Cash & Liquidity Solutions Lead.
What is Erik Jacobson's email address?
Erik Jacobson's email address is er****@****ase.com
What is Erik Jacobson's direct phone number?
Erik Jacobson's direct phone number is +121283*****
What schools did Erik Jacobson attend?
Erik Jacobson attended University At Albany.
What skills is Erik Jacobson known for?
Erik Jacobson has skills like Securities, Investments, Bloomberg, Banking, Finance, Fixed Income, Asset Allocation, Series 7, Valuation, Sales, Financial Planning.
Who are Erik Jacobson's colleagues?
Erik Jacobson's colleagues are Emily Kovacs, Christian Sawina, Ariel Rivera, Sakthi Priya Rajendran, Scott Boat, Sharon Elmer, Ron Corsiga, Pmp Csm.
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Erik Jacobson
Ceo @ Hatch. A Video-First Content Agency For B2B. Host Of 95% Content, A Show For Content Teams.Columbus, Oh
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