Jacob Frankel

Jacob Frankel Email and Phone Number

Founder and CEO at Beyond Equity Global Marketplace™ (BEGM) @ Beyond Equity Global Marketplace™ (BEGM)
New York, NY, US
Jacob Frankel's Location
New York, New York, United States, United States
About Jacob Frankel

Prior to shattering records at PayPal and being a key ingredient to the Swift Capital Acquisition. Kobi was an Investment Banker and Senior Vice President of Wealth Management in New York City. Kobi has experience in both the public and private equity markets, successfully completing over 399 Pre-IPO/PIPE/SPAC transactions. Currently, Kobi is the Founder of Beyond Equity Family Office and Beyond Alpha Ventures L.L.C. Kobi is now more active in Late Stage DeepTechAI Technology Solutions that will enhance the betterment of our future social framework through Venture Capital Development. Kobi earned a Bachelor’s Degree from Dickinson College. Additionally, Kobi holds his Series 7 & 63 FINRA licenses.

Jacob Frankel's Current Company Details
Beyond Equity Global Marketplace™ (BEGM)

Beyond Equity Global Marketplace™ (Begm)

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Founder and CEO at Beyond Equity Global Marketplace™ (BEGM)
New York, NY, US
Jacob Frankel Work Experience Details
  • Beyond Equity Global Marketplace™ (Begm)
    Founder And Ceo At Beyond Equity Global Marketplace™ (Begm)
    Beyond Equity Global Marketplace™ (Begm)
    New York, Ny, Us
  • Beyond Alpha Ventures
    Ceo & Founder - Managing Partner
    Beyond Alpha Ventures Jan 2019 - Present
    New York, Ny, Us
    VC Investments; Co-Investors with Intel Ventures & Parkway Ventures.(SERIES A TO SERIES E)
  • Beyond Equity Llc
    Chief Executive Officer
    Beyond Equity Llc 2019 - Present
    PRE-IPO SYNDICATIONLATE STAGE DEEP-TECH & AI FOCUSEDManaging Member of Beyond Equity Venture Fund $50M Cloud Lending Platform-Transparent Direct Lending for both clients & investors- MCA, Term Loans, Equipment Financing, AR Financing, Commercial Real Estate Refi-Cashouts
  • Spartan Capital Securities, Llc
    Senior Vice President Of Wealth Management And Investment Banking
    Spartan Capital Securities, Llc Apr 2023 - Sep 2023
    New York, New York, Us
    Spartan Capital Securities LLC (SCS): Spartan Capital Securities, LLC is a full-service, integrated financial services firm that provides sound investment guidance for high net worth individuals and institutions. Their in-depth market knowledge, calculated risk management strategy and investment acumen have earned them a strong reputation as trusted financial advisors. Spartan Capital’s experienced investment professionals provide highly customized personal service, tailoring an asset allocation program to enable each client to meet their financial goals. Spartan Capital also offers advisory and insurance services through its affiliates, Spartan Capital Private Wealth Management, LLC and Spartan Capital Insurance Services, LLC.
  • Sw Financial Llc - Live Ventures-(Nasdaq: Live)
    Senior Vice President
    Sw Financial Llc - Live Ventures-(Nasdaq: Live) Sep 2021 - Aug 2023
    Managed over $130M in AUM with roughly 450 Client RelationshipsRaised $62.55M within private placementsSourced and Spearheaded Pre-IPO, SPV, and Syndicate TransactionsHelped Launch WCM Venture Funds Series {i.e.. Kraken & Plaid}Strategic AdvisoryPre-IPO Advantage FundsTrained and mentored a team of 11 Junior Brokers/AdvisorsWorks Alongside Chief Strategy Officer & Principal of Funds
  • Paulson Investment Company, Llc
    Vice President Of Investments
    Paulson Investment Company, Llc May 2018 - Jul 2022
    Lake Oswego, Oregon, Us
    Paulson Investment Company, LLC is a highly esteemed investment banking firm focused on the small to mid-cap markets. For nearly 50 years, we have been committed to leveraging our capital markets capabilities to aid our clients in achieving their strategic and financial objectives. We've built our firm on long term relationships and enduring values, establishing a national reputation for vision, integrity and innovation.Founded in 1970 in Portland, Oregon, Paulson Investment Company has earned national distinction as a premier boutique investment bank. Focusing on the small to mid-cap markets, we participated in 175 public and private offerings while raising over $1.2 billion in the financing.In the past, we offered a full range of financial products and services to our clients. Recently, to better serve our clients, we reorganized and concentrated our efforts on limited access private equity offerings. We assess all prospective opportunities utilizing our management teams combined 100+ years of experience.Paulson has chosen RBC Correspondent Services, a division of RBC Capital Markets, LLC, as our clearing firm. RBC has worked with independent broker-dealers since 1979, offering comprehensive clearing, custody and execution services. We have found that their range of services, dedicated support and extensive experience allow us to provide the best experience possible to our clients.
  • Jdf Enterprises, Inc.
    Chief Executive Officer
    Jdf Enterprises, Inc. Feb 2019 - May 2022
    Personalized Capital Specialist Corporation-Private Equity based Business Financing-Individual/Commercial Wealth Management & Advisory Services
  • Paypal
    Business Funding Executive
    Paypal Jan 2018 - Sep 2019
    San Jose, Ca, Us
    Business to Business Funding. Funded over 300 different Companies accumulated over $80M in dollars funded.
  • National Securities Corporation
    Managing Director-National Holdings Corporation (Nasdaq: Nhld)
    National Securities Corporation Jan 2018 - Nov 2018
    New York, New York, Us
    Our firm has created an innovative investment platform designed to provide unique solutions for clients at every level of growth. Our veteran leadership team has relationships with some of the most trusted financial services and insurance firms in the industry.Our platform includes traditional and new investment products, risk management strategies and access to uncorrelated investments that can support diversification. We also offer a full range of retirement plans including 529 plans, IRAs, SEP IRAs, Simple IRAs, Roth IRAs, 401(k) plans, pension plans, profit-sharing plans and both fixed and variable annuities.
  • Laidlaw & Company Uk Ltd.
    Financial Consultant
    Laidlaw & Company Uk Ltd. Jun 2015 - Jan 2018
    Laidlaw & Company Ltd. provides investment banking and wealth management services to institutions and individuals in the United States and the United Kingdom. Its investment banking services include capital raising through placement of equity with institutional, and high net worth retail investors; placement of debt and mezzanine capital with institutional investors; acquisition financing; arrangement of national exchange listings; the United States trading markets; AIM-listed transactions in the United Kingdom market; and initial public offerings. The company’s investment banking services also comprise advisory services on acquisitions, divestitures, fairness opinions, financial restructurings/balance sheet optimizations, going private transactions, management-led buyouts, recapitalization and stock repurchases, joint ventures/strategic partnering transactions, mergers, and strategic alliances, as well as alternative investments. Its wealth management services consist of financial planning, portfolio management, and investment advisory services. Laidlaw & Company Ltd. is headquartered in New York, New York.
  • Brown Gavalas & Fromm Llp
    Internship
    Brown Gavalas & Fromm Llp Mar 2013 - Sep 2014
    • Internship with midtown law firm specializing in maritime, aviation, and international law and defense of liabilities.• Responsibilities included making summaries of depositions, interrogatories and testimony.• Investigated the facts involved with cases, alongside statistical and document research. • Served alongside attorney(s) when attending trials, depositions, and court and administrative hearings/motions.• Drafted legal documents, pleadings and correspondence.

Jacob Frankel Skills

Microsoft Office Leadership Microsoft Excel Event Planning Microsoft Word Facebook Investments Social Media Customer Service Public Speaking Lacrosse Sales Fundraising Research Powerpoint Social Networking Financial Services Financial Analysis Event Management Microsoft Powerpoint Teamwork Financial Risk Private Equity Securities Equities Capital Markets Investment Banking Alternative Investments Mergers And Acquisitions Trading Finance Financial Planning Portfolio Management Asset Management Deal Closure Pre Ipo Secondary Market Ipo

Jacob Frankel Education Details

  • Dickinson College
    Dickinson College
    Minor: Economics
  • Kinnelon High School
    Kinnelon High School
  • Dickinson College
    Dickinson College
  • Dickinson College
    Dickinson College
    Political Science And Government

Frequently Asked Questions about Jacob Frankel

What company does Jacob Frankel work for?

Jacob Frankel works for Beyond Equity Global Marketplace™ (Begm)

What is Jacob Frankel's role at the current company?

Jacob Frankel's current role is Founder and CEO at Beyond Equity Global Marketplace™ (BEGM).

What schools did Jacob Frankel attend?

Jacob Frankel attended Dickinson College, Kinnelon High School, Dickinson College, Dickinson College.

What skills is Jacob Frankel known for?

Jacob Frankel has skills like Microsoft Office, Leadership, Microsoft Excel, Event Planning, Microsoft Word, Facebook, Investments, Social Media, Customer Service, Public Speaking, Lacrosse, Sales.

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