Fred Jacobs

Fred Jacobs Email and Phone Number

Chairman at FundBank @ FundBank
Fred Jacobs's Location
Osprey, Florida, United States, United States
Fred Jacobs's Contact Details

Fred Jacobs work email

Fred Jacobs personal email

n/a
About Fred Jacobs

Global executive adding value through Board leadership, governance, strategic planning and expert advise. Solid background creating, managing and enabling teams to build industry relationships to promote SAAS solutions for traditional and alternative investment fund managers. Clear understanding of the operational needs, risks and opportunities of Hedge and Private Equity Funds and their vast service provider network. Positive long-term relationships with key industry players in the Americas, Asia and Europe.Specialties: Board Leadership, Fund Administration, Global Payments, Correspondent Banking, Private Banking, Trade Finance and individual talent and team building.

Fred Jacobs's Current Company Details
FundBank

Fundbank

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Chairman at FundBank
Fred Jacobs Work Experience Details
  • Fundbank
    Chairman Of The Board
    Fundbank Mar 2021 - Present
    FundBank is a boutique financial institution serving the needs of alternative investment funds and their administrators globally. Services for funds include subscription and redemption facilities; custody and trading solutions; fund of funds custody; as well as escrow and cash management solutions.
  • Bain & Company
    External Advisor
    Bain & Company Jan 2022 - Present
    Boston, Ma, Us
  • Lewis & Clark College
    Advisory Board
    Lewis & Clark College Mar 2020 - Mar 2024
    Portland, Oregon, Us
  • Apex Group Ltd
    Chief Revenue Officer (Cro)
    Apex Group Ltd Apr 2018 - Sep 2020
    Hamilton, P.O. Box 2460 Hmjx, Bm
    APEX is a major service provider within the investment industry. Apex provides traditional administration as well as Full Depositary, MLRO, Corporate Services for a myriad of fund vehicles (PE, Hedge, RE, SPV's, UCITs, SICAV, etc.) Apex has over 10,000 staff across 24 jurisdictions.As Chief Revenue Officer, I was part of the 6 member the Executive Council (EXCO) of APEX and was responsible for all Client Relations, New Business Development, Marketing and Public Relations.
  • Fiserv
    Chief Revenue Officer (Cro); Investment Services Group
    Fiserv May 2017 - Apr 2018
    Milwaukee, Wisconsin, Us
    Fiserv is a global leader in financial services technology solutions. 23,000 associates drive innovation in Payments, Processing Services, Fintech, Regtech, Risk & Compliance.I managed the leaders in the Investment Service Group who provide new solutions, technology and business processes to wealth management clients and prospects so they can run their business with greater efficiency and control.
  • Ss&C Technologies
    Managing Director, Global Business Development
    Ss&C Technologies Dec 2008 - May 2017
    Windsor, Ct, Us
    MD of Global Business Development for SS&C and member of the SS&C Corporate Operating Committee. Corporate executive responsible for the sales integration and cross-selling of major SS&C acquisitions, including GlobeOp, Advent Software, Citibank Alternative Investments and the Primatics Loan technology platform.Created the alternative investment business development sales group that became the foundation to enable explosive growth;> Hired, trained and developed a 40 person global multi-disciplinary sales team to help grow the SS&C alternative investment fund administration group from the industry's 10th largest to the largest. > Implemented unique territory management disciplines and and sales targeting initiatives to create opportunities and exceed objectives. > Target markets included software licensing and services (SaaS) for financial institution clients (Alternative Investments, Hedge, Insurance, PE, RIA's and REITs). > Developed a high level network of industry influencers and decision makers.
  • Butterfield Fulcrum Fund Administration
    Managing Director - Business Development And Relationship Management
    Butterfield Fulcrum Fund Administration Aug 2007 - Nov 2008
    Created the global business development and relationship management divisions.Hired, trained, deployed and motivated a global sales force.
  • Pnc Financial Services/Pfpc
    Managing Director And Svp, Global Business Development
    Pnc Financial Services/Pfpc May 1996 - Aug 2007
    Created the alternative investment global business development division.Hired, trained, deployed and motivated sales people in the US, Ireland and Luxembourg. Salesforce helped grow Assets under administration from $2 billion to $100 billion in 7 years.
  • Bank Of America
    Vice President
    Bank Of America 1988 - 1996
    Charlotte, Nc, Us
    International Private Banking, Latin America - Responsible for marketing investment management services, alternative investment and trust products in Latin America for the international private client division of Bank of America.

Fred Jacobs Skills

Hedge Funds Private Equity Alternative Investments Asset Management Financial Services Financial Markets Investments Finance Mutual Funds Fund Administration Trading Trading Systems Fixed Income Customer Relationship Management

Fred Jacobs Education Details

  • Ucla Anderson School Of Management
    Ucla Anderson School Of Management
    Finance And Marketing
  • Lewis & Clark College
    Lewis & Clark College
    International Relations
  • Universtiy Of Chicago
    Universtiy Of Chicago
    Sales Managment Graduate Education
  • Valhalla High School
    Valhalla High School
    Bmoc

Frequently Asked Questions about Fred Jacobs

What company does Fred Jacobs work for?

Fred Jacobs works for Fundbank

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

Fred Jacobs's current role is Chairman at FundBank.

What is Fred Jacobs's email address?

Fred Jacobs's email address is fr****@****ech.com

What is Fred Jacobs's direct phone number?

Fred Jacobs's direct phone number is +191725*****

What schools did Fred Jacobs attend?

Fred Jacobs attended Ucla Anderson School Of Management, Lewis & Clark College, Universtiy Of Chicago, Valhalla High School.

What are some of Fred Jacobs's interests?

Fred Jacobs has interest in Poverty Alleviation, Juggling.

What skills is Fred Jacobs known for?

Fred Jacobs has skills like Hedge Funds, Private Equity, Alternative Investments, Asset Management, Financial Services, Financial Markets, Investments, Finance, Mutual Funds, Fund Administration, Trading, Trading Systems.

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