High Net Worth Team Leader
Current
Jul 2022 - Present
AeroLeads people directory · profile
Michael Jacoby Email & Phone Number
High Net Worth Team Leader
at
AssetMark
1 work email found
@assetmark.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
High Net Worth Team Leader
Location
Perrysburg, Ohio, United States
Company size
Who is Michael Jacoby? Overview
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Quick answer
Michael Jacoby is listed as High Net Worth Team Leader at AssetMark, a with 640 employees, based in Perrysburg, Ohio, United States. AeroLeads shows a work email signal at assetmark.com and a matched LinkedIn profile for Michael Jacoby.
Michael Jacoby previously worked as Gold Relationship Manager at Assetmark and Director of Client Services at Obs Financial Services, Inc.. Michael Jacoby holds Bachelor Of Arts (Ba), History And Popular Culture from Bowling Green State University.
Company email context
Email format at AssetMark
This section adds company-level context without repeating Michael Jacoby's masked contact details.
{first}.{last}@assetmark.com
89% confidence
AeroLeads found 1 current-domain work email signal for Michael Jacoby. Compare company email patterns before reaching out.
Profile bio
About Michael Jacoby
Michael Jacoby is a High Net Worth Team Leader at AssetMark. He possess expertise in customer service, strategic financial planning, microsoft office, microsoft excel, insurance and 16 more skills.
Listed skills include Customer Service, Strategic Financial Planning, Microsoft Office, Microsoft Excel, and 17 others.
Current workplace
Michael Jacoby's current company
Company context helps verify the profile and gives searchers a useful next step.
Assetmark
4 roles
Michael Jacoby work experience
A career timeline built from the work history available for this profile.
Gold Relationship Manager
Oct 2020 - Jun 2022
Director Of Client Services
Obs Financial Services, Inc.
Responsible for the overall daily operational activities of the non-bank and bank channel. Perform daily activities ranging from processing new account applications, preparing trade tickets, reconciliations, responding to client inquiries, preparing client reports, and working with the sales team.
Sep 2014 - Oct 2020
Financial Representative
Provide personal and business financial planning for my clients
Aug 2013 - Sep 2014
Team & coworkers
Colleagues at AssetMark
Other employees you can reach at assetmark.com. View company contacts for 640 employees →
MM
Madelynn Mcneil
Colleague at AssetmarkNashville, Tennessee, United States
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KK
Karen Kuang
Colleague at AssetmarkSan Francisco Bay Area, United States
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M(
Mukesh (Muk) Mehta
Colleague at AssetmarkConcord, California, United States
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HG
Hailey Garcia
Colleague at AssetmarkGreater Phoenix Area, United States
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JL
Juna Lamay
Colleague at AssetmarkConcord, California, United States
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HT
Haley Thompson
Colleague at AssetmarkMchenry, Illinois, United States
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BP
Brad Poertner, Cima®
Colleague at AssetmarkGreater Chicago Area, United States
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LR
Lily Resnikoff
Colleague at AssetmarkGreater Phoenix Area, United States
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VB
Vincent Buonaiuto
Colleague at AssetmarkDanbury, Connecticut, United States
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PE
Patti Ernst
Colleague at AssetmarkGreater Chicago Area, United States
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Madelynn Mcneil
Colleague at AssetmarkNashville, Tennessee, United States
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KK
Karen Kuang
Colleague at AssetmarkSan Francisco Bay Area, United States
View →
M(
Mukesh (Muk) Mehta
Colleague at AssetmarkConcord, California, United States
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HG
Hailey Garcia
Colleague at AssetmarkGreater Phoenix Area, United States
View →
JL
Juna Lamay
Colleague at AssetmarkConcord, California, United States
View →
HT
Haley Thompson
Colleague at AssetmarkMchenry, Illinois, United States
View →
BP
Brad Poertner, Cima®
Colleague at AssetmarkGreater Chicago Area, United States
View →
LR
Lily Resnikoff
Colleague at AssetmarkGreater Phoenix Area, United States
View →
VB
Vincent Buonaiuto
Colleague at AssetmarkDanbury, Connecticut, United States
View →
PE
Patti Ernst
Colleague at AssetmarkGreater Chicago Area, United States
View →
1 education record
Michael Jacoby education
FAQ
Frequently asked questions about Michael Jacoby
Quick answers generated from the profile data available on this page.
What company does Michael Jacoby work for?
Michael Jacoby works for AssetMark.
What is Michael Jacoby's role at AssetMark?
Michael Jacoby is listed as High Net Worth Team Leader at AssetMark.
What is Michael Jacoby's email address?
AeroLeads has found 1 work email signal at @assetmark.com for Michael Jacoby at AssetMark.
Where is Michael Jacoby based?
Michael Jacoby is based in Perrysburg, Ohio, United States while working with AssetMark.
What companies has Michael Jacoby worked for?
Michael Jacoby has worked for Assetmark, Obs Financial Services, Inc., and Northwestern Mutual.
Who are Michael Jacoby's colleagues at AssetMark?
Michael Jacoby's colleagues at AssetMark include Madelynn Mcneil, Karen Kuang, Mukesh (Muk) Mehta, Hailey Garcia, and Juna Lamay.
How can I contact Michael Jacoby?
You can use AeroLeads to view verified contact signals for Michael Jacoby at AssetMark, including work email, phone, and LinkedIn data when available.
What schools did Michael Jacoby attend?
Michael Jacoby holds Bachelor Of Arts (Ba), History And Popular Culture from Bowling Green State University.
What skills is Michael Jacoby known for?
Michael Jacoby is listed with skills including Customer Service, Strategic Financial Planning, Microsoft Office, Microsoft Excel, Insurance, Finance, Life Insurance, and Powerpoint.
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