Jacob Frankel Email and Phone Number
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.
Beyond Equity Global Marketplace™ (Begm)
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Founder And Ceo At Beyond Equity Global Marketplace™ (Begm)Beyond Equity Global Marketplace™ (Begm)New York, Ny, Us -
Ceo & Founder - Managing PartnerBeyond Alpha Ventures Jan 2019 - PresentNew York, Ny, UsVC Investments; Co-Investors with Intel Ventures & Parkway Ventures.(SERIES A TO SERIES E) -
Chief Executive OfficerBeyond Equity Llc 2019 - PresentPRE-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
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Senior Vice President Of Wealth Management And Investment BankingSpartan Capital Securities, Llc Apr 2023 - Sep 2023New York, New York, UsSpartan 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. -
Senior Vice PresidentSw Financial Llc - Live Ventures-(Nasdaq: Live) Sep 2021 - Aug 2023Managed 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
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Vice President Of InvestmentsPaulson Investment Company, Llc May 2018 - Jul 2022Lake Oswego, Oregon, UsPaulson 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. -
Chief Executive OfficerJdf Enterprises, Inc. Feb 2019 - May 2022Personalized Capital Specialist Corporation-Private Equity based Business Financing-Individual/Commercial Wealth Management & Advisory Services
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Business Funding ExecutivePaypal Jan 2018 - Sep 2019San Jose, Ca, UsBusiness to Business Funding. Funded over 300 different Companies accumulated over $80M in dollars funded. -
Managing Director-National Holdings Corporation (Nasdaq: Nhld)National Securities Corporation Jan 2018 - Nov 2018New York, New York, UsOur 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. -
Financial ConsultantLaidlaw & Company Uk Ltd. Jun 2015 - Jan 2018Laidlaw & 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.
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InternshipBrown 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
Jacob Frankel Education Details
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Dickinson CollegeMinor: Economics -
Kinnelon High School -
Dickinson College -
Dickinson CollegePolitical 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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