2024 -2025 Independent Consultant @ Confidential UHNW Private Family Office
2022 -2024 Associate @
2021 -2022 Associate, Client Service - Venture Capital and Private Equity @
2020 -2021 Sales Intern @
2019 -2019 Marketing Analyst Intern @
2018 -2018 Food Runner @
2015 -2017 Banquet Server @
2014 -2017 Waiter @
2016 -2017 Community Volunteer @ Samaritan House of San Mateo County
Jacob O. Education
Tulane University
Bachelor's degree
2018-2021
Universidad Pontificia Comillas 2020-2020
John Cabot University 2017-2018
Aragon High School 2014-2017
Jacob O. Summary
Jacob O., based in San Mateo, CA, US, is currently a Client Success Manager at Addepar. Jacob O. brings experience from previous roles at Cresset, Confidential UHNW Private Family Office, IEQ Capital and AlphaSights. Jacob O. holds a 2018 - 2021 Bachelor's degree @ Tulane University. Jacob O. has 1 emails on RocketReach.
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