Michael Jacoby
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Michael Jacoby Email & Phone Number

High Net Worth Team Leader at AssetMark
Location: Perrysburg, Ohio, United States 4 work roles 1 school
1 work email found @assetmark.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@assetmark.com
LinkedIn Profile matched
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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 company 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

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{first}.{last}@assetmark.com
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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
Assetmark
High Net Worth Team Leader
concord, california, united states
Website
Employees
640
AeroLeads page
4 roles

Michael Jacoby work experience

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

High Net Worth Team Leader

Current
Jul 2022 - Present

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 →

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 Juliet Florence, Scott Wylie, Jittaun Phillips, Mpa, Cmm, Cmp, Ctd, Jamie Freeman, and Omar Mercado.

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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