Jeffrey Jacoby

Jeffrey Jacoby Email and Phone Number

Chief Revenue Officer @ Commerce Trust
Jeffrey Jacoby's Location
Greater St. Louis, United States
Jeffrey Jacoby's Contact Details

Jeffrey Jacoby personal email

n/a

Jeffrey Jacoby phone numbers

About Jeffrey Jacoby

Jeffrey Jacoby is a Chief Revenue Officer at Commerce Trust. He possess expertise in estate planning.

Jeffrey Jacoby's Current Company Details
Commerce Trust

Commerce Trust

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Chief Revenue Officer
Jeffrey Jacoby Work Experience Details
  • Commerce Trust
    Chief Revenue Officer (Cro)
    Commerce Trust Aug 2024 - Present
    Greater St. Louis
    Oversee all teams and processes related to revenue generation, ensure sales and marketing alignment, identify opportunities for long-term sales growth and maximize profitability
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  • The Commerce Trust Company
    President, East Region
    The Commerce Trust Company May 2016 - Aug 2024
    Saint Louis, Missouri
    View
  • The Commerce Trust Company
    Senior Vice President, Director Of Business Development
    The Commerce Trust Company Oct 2011 - May 2016
    Saint Louis, Missouri
    My experience spans twenty five years in the areas of estate planning and wealth preservation.I am privileged to have worked for The Commerce Trust Company since 2007 in various business development roles.In my current role, I am tasked with primary responsibility for delivering on aggressive asset management sales growth expectations. During my tenure, private client sales in the region have consistently exceeded goals representing double digit year over year growth.I manage a dynamic sales force of wealth management consultants. That team has increased production by approximately 150% over the past three years.I am also responsible for strategy and support of business development efforts across all client facing officers of the organization as well as the establishment and expansion of commercial and retail bank partnerships to facilitate enhanced cross sell opportunities.Since 1906, Commerce Trust has been a leading source of tailored asset management, creative private banking and comprehensive trust services for individuals, families, corporate executives, and business owners. In addition, Commerce Trust serves a variety of institutional clients with customized investment programs as well as sole-source solutions for all of their financial needs.The Commerce Trust Company is a division of Commerce Bank.
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  • The Commerce Trust Company
    Vice President, Wealth Management Consultant
    The Commerce Trust Company Sep 2007 - Sep 2011
    Saint Louis, Missouri
    Responsible for generating asset management sales through internal and external networking. Averaged 165% performance relative to sales goal throughout my tenure in this role. I facilitated the introduction of our prospective clients to a comprehensive service team which includes private banking, investment management, trust administration and financial planning and provided an integrated and seamless client experience as we partner with clients to meet their long-term goals and objectives.
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  • Jacoby & Associates
    Principal
    Jacoby & Associates Jun 1993 - Aug 2007
    Saint Louis, Missouri
    Provided comprehensive financial, accounting and legal services to high net worth individuals and closely held businesses.
  • Ernst&Young
    Tax Manager
    Ernst&Young Jan 1985 - May 1993
    Saint Louis, Missouri
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Jeffrey Jacoby Skills

Estate Planning

Jeffrey Jacoby Education Details

Frequently Asked Questions about Jeffrey Jacoby

What company does Jeffrey Jacoby work for?

Jeffrey Jacoby works for Commerce Trust

What is Jeffrey Jacoby's role at the current company?

Jeffrey Jacoby's current role is Chief Revenue Officer.

What is Jeffrey Jacoby's email address?

Jeffrey Jacoby's email address is je****@****ank.com

What is Jeffrey Jacoby's direct phone number?

Jeffrey Jacoby's direct phone number is (800) 453*****

What schools did Jeffrey Jacoby attend?

Jeffrey Jacoby attended Saint Louis University School Of Law, University Of Missouri-Saint Louis, University Of Missouri-Saint Louis.

What skills is Jeffrey Jacoby known for?

Jeffrey Jacoby has skills like Estate Planning.

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