Stephen Jacobson, Cfa
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Stephen Jacobson, Cfa Email & Phone Number

AVP and Deputy Manager, Edmonton and Northwest Alberta District at Canadian Western Bank
Location: Edmonton, Alberta, Canada 8 work roles 2 schools
1 work email found @ualberta.ca LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@ualberta.ca
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Current company
Role
AVP and Deputy Manager, Edmonton and Northwest Alberta District
Location
Edmonton, Alberta, Canada
Company size

Who is Stephen Jacobson, Cfa? Overview

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Quick answer

Stephen Jacobson, Cfa is listed as AVP and Deputy Manager, Edmonton and Northwest Alberta District at Canadian Western Bank, a company with 1675 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 & Manager, Commercial Relationships at Canadian Western Bank and AVP, Business Development 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 Canadian Western Bank

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*@ualberta.ca
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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

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Canadian Western Bank
Canadian Western Bank
AVP and Deputy Manager, Edmonton and Northwest Alberta District
Edmonton, AB, CA
Website
Employees
1675
AeroLeads page
8 roles

Stephen Jacobson, Cfa work experience

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

Avp & Manager, Commercial Relationships

Current

Edmonton, Alberta, Canada

- People leader overseeing a team of eight commercial lenders in the Edmonton West District- Providing guidance on credit structure, client communication, and documentation

Jan 2024 - Present

Avp, Business Development

Edmonton, Alberta, Canada

- 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

Edmonton, Canada Area

- 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

Edmonton, Canada Area

- 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

Edmonton, Canada Area

- Sole analyst in the Bank’s corporate lending department- Completion of annual reviews, amendments, and new loan applications

Feb 2013 - Apr 2015

Management Associate

Edmonton, Canada Area

- Rotational program for new commerce graduates

Oct 2011 - Feb 2013

Wholesale Analyst

Calgary, Canada Area

- 8-month student work term

May 2010 - Dec 2010
Team & coworkers

Colleagues at Canadian Western Bank

Other employees you can reach at cwb.com. View company contacts for 1675 employees →

2 education records

Stephen Jacobson, Cfa education

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 Canadian Western Bank.

What is Stephen Jacobson, Cfa's role at Canadian Western Bank?

Stephen Jacobson, Cfa is listed as AVP and Deputy Manager, Edmonton and Northwest Alberta District at Canadian Western Bank.

What is Stephen Jacobson, Cfa's email address?

AeroLeads has found 1 work email signal at @ualberta.ca for Stephen Jacobson, Cfa at Canadian Western Bank.

Where is Stephen Jacobson, Cfa based?

Stephen Jacobson, Cfa is based in Edmonton, Alberta, Canada while working with Canadian Western Bank.

What companies has Stephen Jacobson, Cfa worked for?

Stephen Jacobson, Cfa has worked for Canadian Western Bank and Suncor Energy.

Who are Stephen Jacobson, Cfa's colleagues at Canadian Western Bank?

Stephen Jacobson, Cfa's colleagues at Canadian Western Bank include Wendy Gerlitz, Aaron Hernandez, Mehdi Taheri, Brittany Hart, and Josh B..

How can I contact Stephen Jacobson, Cfa?

You can use AeroLeads to view verified contact signals for Stephen Jacobson, Cfa at Canadian Western Bank, 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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