Katie Jacobson
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Katie Jacobson Email & Phone Number

Custom Research Project Manager, Consumer Retail at OTR Global
Location: Monroe, Wisconsin, United States 3 work roles 1 school
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Current company
Role
Custom Research Project Manager, Consumer Retail
Location
Monroe, Wisconsin, United States
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Who is Katie Jacobson? Overview

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Quick answer

Katie Jacobson is listed as Custom Research Project Manager, Consumer Retail at OTR Global, a company with 294 employees, based in Monroe, Wisconsin, United States. AeroLeads shows a matched LinkedIn profile for Katie Jacobson.

Katie Jacobson previously worked as Research Project Lead, Consumer Retail at Otr Global. Katie Jacobson holds 🎓 Bachelor Of Business Administration Degree (B.B.A.) from The University Of New Mexico.

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Email format at OTR Global

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OTR Global

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Profile bio

About Katie Jacobson

Expertise in researching, analyzing and drafting reports for the consumer retail sector for a top-rated research firm serving institutional investors in the financial services industry. Develop and maintain long-term relationships with high-level sources integral in obtaining relevant and timely marketplace intelligence and translating that data to the investment community. Work involves primary and secondary research in all aspects including designing proposals/surveys, interviewing high-level sources, collecting responses, analyzing results, and writing and editing reports. Proven track record of delivering well-written reports, accurate data, forecasts, and successful recommendations for the investment community. Outstanding and unique combination of business and analytical acumen, able to communicate effectively with both technical and non-technical audiences. Serve as a senior member of the team, as well as a leader, mentor and SME. Possess a high level of intellectual curiosity and emotional intelligence, recognized for outstanding work ethic and tenacity.

Current workplace

Katie Jacobson's current company

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OTR Global
Otr Global
Custom Research Project Manager, Consumer Retail
purchase, new york, united states
Website
Employees
294
AeroLeads page
3 roles

Katie Jacobson work experience

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Custom Research Project Manager, Consumer Retail

Current

Key member of the company’s investment research team, currently overseeing a variety of custom research projects in the retail, consumer products and restaurant sectors, working with investor clients to design research strategies that will produce investable results. Serve as a senior member of the team providing subject matter expertise, training and.

Jul 2014 - Present

Custom Research Project Manager, Consumer Retail

* continued from above *Select Accomplishments▬▬▬▬▬▬▬▬▬▬▬✔ Recipient of Top Custom Report Award, 2015 and 2020.✔ Proven track record of delivering accurate data, forecasts and category assessments; publishing high-impact, institutional quality equity research; and making successful recommendations for investment. ✔ Successfully serve as a mentor to.

Research Project Lead, Consumer Retail

Conducted research and created domestic and international reports on publicly traded retail, consumer products and restaurant companies, providing institutional investors with timely information that is often used in stock-trading decisions. Key Research Initiatives▬▬▬▬▬▬▬▬▬▬▬✔ Conducted cold calling and source interviews to gather information on a select.

Mar 2004 - Jul 2014
Team & coworkers

Colleagues at OTR Global

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1 education record

Katie Jacobson education

FAQ

Frequently asked questions about Katie Jacobson

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What company does Katie Jacobson work for?

Katie Jacobson works for OTR Global.

What is Katie Jacobson's role at OTR Global?

Katie Jacobson is listed as Custom Research Project Manager, Consumer Retail at OTR Global.

Where is Katie Jacobson based?

Katie Jacobson is based in Monroe, Wisconsin, United States while working with OTR Global.

What companies has Katie Jacobson worked for?

Katie Jacobson has worked for Otr Global.

Who are Katie Jacobson's colleagues at OTR Global?

Katie Jacobson's colleagues at OTR Global include Anette Sonja Scholz, Kate Kitchen, Bill Jenks, Mujeeb Rahman, and Patricia Newman Neal.

How can I contact Katie Jacobson?

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What schools did Katie Jacobson attend?

Katie Jacobson holds 🎓 Bachelor Of Business Administration Degree (B.B.A.) from The University Of New Mexico.

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