Jake Jacobson Email and Phone Number

Practice leader commercial, corporate, and small business banking technology. Working with our world class CCSB business, strategy, and process experts we are helping banks modernize and innovate around corporate lending, treasury and cash management, payments, trade, and supply chain.

Lead the technology enablement and product development of EY’s managed services business for the financial services industry. EY’s managed services business provides clients with outcome oriented solutions anchored around EY’s core risk and regulatory competency, that leverage the latest and most innovative technologies, content rich operations, and a global delivery platform to drive improved outcomes and cost savings for our clients.

Helped financial institutions implement, optimize, and remediate Anti Money Laundering (AML), Know Your Customer (KYC), and Sanctions Screening systems and processes as part of comprehensive Financial Crime prevention compliance programs.

Worked across IBM business units to define and implement high impact growth and operating strategies, anchored in structured problem solving and supported by market and competitive analysis.

Sold and delivered management consulting engagements to top tier financial services institutions globally. Responsible for sales, profitable delivery, practice development, thought leadership, customer relationship management, and third party partnerships in support of our business. Subject matter expert in risk and compliance areas including Anti Money Laundering (AML), Know Your Customer (KYC), Sanction List screening, and Enterprise Risk Management (ERM).

Developed and launched a consulting practice focused on Anti Money Laundering transaction monitoring solutions for the banking industry. Responsible for developing service offerings, building practice capabilities through external hiring and internal training, selling and delivering engagements to existing mid-tier banking clients, and supporting a new firm wide strategic initiative to penetrate the mid and top tier banking market segments.

Led consulting engagements for core financial services clients addressing risk and compliance issues including Anti Money Laundering (AML), Know Your Customer (KYC), Sanction List screening, and Enterprise Risk Management (ERM). Developed thought leadership in core consulting disciplines. Managed and developed staff in the IBM consulting community. Identified and sold add-on and follow up consulting services to existing engagements.

Series 7 Registered Broker and Life/Accident/Health Agent.