Fred Jacobs
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Fred Jacobs Email & Phone Number

Chairman at FundBank at FundBank
Location: Osprey, Florida, United States 9 work roles 4 schools
1 work email found @ssctech.com 4 phones found area 917, 302, and 646 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email f****@ssctech.com
Direct phone (917) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Chairman at FundBank
Location
Osprey, Florida, United States

Who is Fred Jacobs? Overview

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Quick answer

Fred Jacobs is listed as Chairman at FundBank at FundBank, based in Osprey, Florida, United States. AeroLeads shows a work email signal at ssctech.com, phone signal with area code 917, 302, 646, and a matched LinkedIn profile for Fred Jacobs.

Fred Jacobs previously worked as Chairman of the Board at Fundbank and External Advisor at Bain & Company. Fred Jacobs holds Mba, Finance And Marketing from Ucla Anderson School Of Management.

Company email context

Email format at FundBank

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{first}.{last}@ssctech.com
86% confidence

AeroLeads found 1 current-domain work email signal for Fred Jacobs. Compare company email patterns before reaching out.

Profile bio

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.

Listed skills include Hedge Funds, Private Equity, Alternative Investments, Asset Management, and 10 others.

Current workplace

Fred Jacobs's current company

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FundBank
Fundbank
Chairman at FundBank
AeroLeads page
9 roles · 39 years

Fred Jacobs work experience

A career timeline built from the work history available for this profile.

Chairman Of The Board

Current

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.

Mar 2021 - Present

External Advisor

Current

Boston, Ma, Us

Jan 2022 - Present

Chief Revenue Officer (Cro)

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.

Apr 2018 - Sep 2020

Chief Revenue Officer (Cro); Investment Services Group

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.

May 2017 - Apr 2018

Managing Director, Global Business Development

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.

Dec 2008 - May 2017

Managing Director - Business Development And Relationship Management

Butterfield Fulcrum Fund Administration

Created the global business development and relationship management divisions.Hired, trained, deployed and motivated a global sales force.

Aug 2007 - Nov 2008

Managing Director And Svp, Global Business Development

Pnc Financial Services/Pfpc

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.

May 1996 - Aug 2007

Vice President

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.

1988 - 1996 ~8 yrs
4 education records

Fred Jacobs education

Mba, Finance And Marketing

Ucla Anderson School Of Management

Ba, International Relations

Lewis & Clark College

Sales Managment Graduate Education

Universtiy Of Chicago

Bmoc

Valhalla High School
FAQ

Frequently asked questions about Fred Jacobs

Quick answers generated from the profile data available on this page.

What company does Fred Jacobs work for?

Fred Jacobs works for FundBank.

What is Fred Jacobs's role at FundBank?

Fred Jacobs is listed as Chairman at FundBank at FundBank.

What is Fred Jacobs's email address?

AeroLeads has found 1 work email signal at @ssctech.com for Fred Jacobs at FundBank.

What is Fred Jacobs's phone number?

AeroLeads has found 4 phone signal(s) with area code 917, 302, 646 for Fred Jacobs at FundBank.

Where is Fred Jacobs based?

Fred Jacobs is based in Osprey, Florida, United States while working with FundBank.

What companies has Fred Jacobs worked for?

Fred Jacobs has worked for Fundbank, Bain & Company, Lewis & Clark College, Apex Group Ltd, and Fiserv.

How can I contact Fred Jacobs?

You can use AeroLeads to view verified contact signals for Fred Jacobs at FundBank, including work email, phone, and LinkedIn data when available.

What schools did Fred Jacobs attend?

Fred Jacobs holds Mba, Finance And Marketing from Ucla Anderson School Of Management.

What skills is Fred Jacobs known for?

Fred Jacobs is listed with skills including Hedge Funds, Private Equity, Alternative Investments, Asset Management, Financial Services, Financial Markets, Investments, and Finance.

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