AeroLeads people directory · profile
Stephen Jacobson, Cfa Email & Phone Number
Chief Operating Officer
at
Union Financial
1 work email found
@ualberta.ca
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Operating Officer
Location
Edmonton, Alberta, Canada
Company size
Who is Stephen Jacobson, Cfa? Overview
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Quick answer
Stephen Jacobson, Cfa is listed as Chief Operating Officer at Union Financial, a with 11 employees, based in Edmonton, Alberta, Canada. AeroLeads shows a work email signal at ualberta.ca and a matched LinkedIn profile for Stephen Jacobson, Cfa.
Stephen Jacobson, Cfa previously worked as AVP and Deputy Manager, Edmonton and Northwest Alberta District at Canadian Western Bank and AVP & Manager, Commercial Relationships at Canadian Western Bank. Stephen Jacobson, Cfa holds Bcom With Distinction, Finance from Alberta School Of Business, University Of Alberta.
Company email context
Email format at Union Financial
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*@ualberta.ca
68% confidence
AeroLeads found 1 current-domain work email signal for Stephen Jacobson, Cfa. Compare company email patterns before reaching out.
Profile bio
About Stephen Jacobson, Cfa
Banking professional with 13 years of experience in client-facing and business-line roles including Corporate Lending, Credit Risk Management, Real Estate Lending, and Commercial Banking.
Listed skills include Commercial Lending, Financial Analysis, Banking, Finance, and 3 others.
Current workplace
Stephen Jacobson, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Union Financial
9 roles
Stephen Jacobson, Cfa work experience
A career timeline built from the work history available for this profile.
Avp And Deputy Manager, Edmonton And Northwest Alberta District
Avp & Manager, Commercial Relationships
- People leader overseeing a team of eight commercial lenders in the Edmonton West District- Providing guidance on credit structure, client communication, and documentation
Avp, Business Development
- Relationship Manager for a portfolio of diversified mid-market commercial banking clients in the Edmonton Downtown District- Responsible for deal flow, credit structuring/negotiation and growth targets
Jan 2021 - Jan 2024
Avp, Credit Risk Management
- Credit adjudicator on a cohesive team overseeing 15 lending branches in Western Canada including a specialized and high-volume Vancouver Real Estate group- Accountable for adherence to lending policies and prudent loan structuring- Preparation of loan summaries for presentation to the Board of Directors
Jan 2018 - Jan 2021
Senior Manager, Corporate Lending
- Responsible for all aspects of a portfolio of syndicated corporate loans- Worked closely with loan syndication teams and sales desks across Canada- Diversified coverage including corporate banking, real estate, and leveraged finance
Apr 2015 - Jan 2018
Corporate Lending Analyst
- Sole analyst in the Bank’s corporate lending department- Completion of annual reviews, amendments, and new loan applications
Feb 2013 - Apr 2015
Oct 2011 - Feb 2013
May 2010 - Dec 2010
2 education records
Stephen Jacobson, Cfa education
Bcom With Distinction, Finance
Economics
FAQ
Frequently asked questions about Stephen Jacobson, Cfa
Quick answers generated from the profile data available on this page.
What company does Stephen Jacobson, Cfa work for?
Stephen Jacobson, Cfa works for Union Financial.
What is Stephen Jacobson, Cfa's role at Union Financial?
Stephen Jacobson, Cfa is listed as Chief Operating Officer at Union Financial.
What is Stephen Jacobson, Cfa's email address?
AeroLeads has found 1 work email signal at @ualberta.ca for Stephen Jacobson, Cfa at Union Financial.
Where is Stephen Jacobson, Cfa based?
Stephen Jacobson, Cfa is based in Edmonton, Alberta, Canada while working with Union Financial.
What companies has Stephen Jacobson, Cfa worked for?
Stephen Jacobson, Cfa has worked for Union Financial, Canadian Western Bank, and Suncor Energy.
How can I contact Stephen Jacobson, Cfa?
You can use AeroLeads to view verified contact signals for Stephen Jacobson, Cfa at Union Financial, including work email, phone, and LinkedIn data when available.
What schools did Stephen Jacobson, Cfa attend?
Stephen Jacobson, Cfa holds Bcom With Distinction, Finance from Alberta School Of Business, University Of Alberta.
What skills is Stephen Jacobson, Cfa known for?
Stephen Jacobson, Cfa is listed with skills including Commercial Lending, Financial Analysis, Banking, Finance, Construction Finance, Syndications, and Credit Analysis.
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