Kurt Jacobs
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Kurt Jacobs Email & Phone Number

Director, FCM at Macquarie | Strategic Sales Planning & Execution | Series 3, 7, 63 | Tech Startups | Complex Contract Negotiations | Relationship Management | Integration | Risk Mgmt at Macquarie Group
Location: Charlotte, North Carolina, United States 4 work roles 1 school
1 work email found @wharton.upenn.edu LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email k****@wharton.upenn.edu
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Current company
Role
Director, FCM at Macquarie | Strategic Sales Planning & Execution | Series 3, 7, 63 | Tech Startups | Complex Contract Negotiations | Relationship Management | Integration | Risk Mgmt
Location
Charlotte, North Carolina, United States
Company size

Who is Kurt Jacobs? Overview

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Quick answer

Kurt Jacobs is listed as Director, FCM at Macquarie | Strategic Sales Planning & Execution | Series 3, 7, 63 | Tech Startups | Complex Contract Negotiations | Relationship Management | Integration | Risk Mgmt at Macquarie Group, a with 16295 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at wharton.upenn.edu and a matched LinkedIn profile for Kurt Jacobs.

Kurt Jacobs previously worked as Director - FCM at Macquarie Group and Director, Futures Commission Merchant (FCM) at Wells Fargo Securities. Kurt Jacobs holds Bachelor Of Science Degree, Economics, Dual Concentration In Finance And Entrepreneurial Management from The Wharton School.

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Email format at Macquarie Group

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*@wharton.upenn.edu
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AeroLeads found 1 current-domain work email signal for Kurt Jacobs. Compare company email patterns before reaching out.

Profile bio

About Kurt Jacobs

Financial services and technology leader with a proven track record at both startup and Fortune 50 Companies. Adept at identifying and growing untapped B2B opportunities. Consistently a top revenue producer delivering exceptional results by leading multi-disciplinary service teams, building deep & lasting relationships with decision makers, acting as trusted advisor and converting complex solutions into repeatable sales. Unique blend of financial products knowledge and technical, sales, consulting and leadership skills.Series 3, 7 and 63.

Listed skills include Business Development, Business Process, Capital Markets, Cloud Computing, and 2 others.

Current workplace

Kurt Jacobs's current company

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Macquarie Group
Macquarie Group
Director, FCM at Macquarie | Strategic Sales Planning & Execution | Series 3, 7, 63 | Tech Startups | Complex Contract Negotiations | Relationship Management | Integration | Risk Mgmt
australia
Website
Employees
16295
AeroLeads page
4 roles

Kurt Jacobs work experience

A career timeline built from the work history available for this profile.

Director - Fcm

Current

New York, New York, United States

Apr 2023 - Present

Director, Futures Commission Merchant (Fcm)

Responsibilities: Reported to MD, Head of Sales. Built WFS’ FCM (clearing OTC IRS, CDX and Listed Futures) from the ground up focusing on market & sales strategy/execution, sales forecasting and relationship management, as well as led FCM’s communication to customers for key industry initiatives and complex customer deliverable projects. Target customer: Treasurer, Investment Portfolio Manager, Swap Desk Trader, Head Trader of Interest Rates, Head Trader of Equity Derivatives. Accomplishments:- Generated > a 15% increase in Fee Revenue YTD by growing wallet share and adding new customers.- Led WFS to become the #1 FCM provider to banks by identifying and focusing on the underserved banking market.- Achieved > 94% retention rate by ensuring that WFS provided the most “workable” responsive support.- Secured > 75% of my customers’ top FCM wallet share by becoming a Trusted Advisor.- Gained expertise in cleared derivatives products, funding and capital treatment, by pursuing the knowledge to meet customer needs. - Assured 0 customer defaults by proactively engaging with Counterparty Credit, FCM Market Risk and my customers.

Mar 2011 - Aug 2022

Director

Responsible for market analysis, positioning and securing new business for SunGard's Enterprise and Trading Risk solutions.

Jan 2007 - Feb 2011

Vp Sales

Mathon Systems, Inc.
Jan 2004 - Jan 2007
Team & coworkers

Colleagues at Macquarie Group

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1 education record

Kurt Jacobs education

  • The Wharton School
    Economics, Dual Concentration In Finance And Entrepreneurial Management
FAQ

Frequently asked questions about Kurt Jacobs

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What company does Kurt Jacobs work for?

Kurt Jacobs works for Macquarie Group.

What is Kurt Jacobs's role at Macquarie Group?

Kurt Jacobs is listed as Director, FCM at Macquarie | Strategic Sales Planning & Execution | Series 3, 7, 63 | Tech Startups | Complex Contract Negotiations | Relationship Management | Integration | Risk Mgmt at Macquarie Group.

What is Kurt Jacobs's email address?

AeroLeads has found 1 work email signal at @wharton.upenn.edu for Kurt Jacobs at Macquarie Group.

Where is Kurt Jacobs based?

Kurt Jacobs is based in Charlotte, North Carolina, United States while working with Macquarie Group.

What companies has Kurt Jacobs worked for?

Kurt Jacobs has worked for Macquarie Group, Wells Fargo Securities, Sungard, and Mathon Systems, Inc..

Who are Kurt Jacobs's colleagues at Macquarie Group?

Kurt Jacobs's colleagues at Macquarie Group include Alexandra Scowcroft, Florence Cheng, Tarun Grover, Paul De Botton, and Park Sangmin.

How can I contact Kurt Jacobs?

You can use AeroLeads to view verified contact signals for Kurt Jacobs at Macquarie Group, including work email, phone, and LinkedIn data when available.

What schools did Kurt Jacobs attend?

Kurt Jacobs holds Bachelor Of Science Degree, Economics, Dual Concentration In Finance And Entrepreneurial Management from The Wharton School.

What skills is Kurt Jacobs known for?

Kurt Jacobs is listed with skills including Business Development, Business Process, Capital Markets, Cloud Computing, Start Ups, and Derivatives.

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