Jacob Tally Email & Phone Number
Financial Planner @ Prospero Wealth, LLC
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Jacob Tally Location
- Kirkland, WA, US
Jacob Tally Work
- 2025 -now Financial Planner @
- 2023 -2024 Vice President, Finance @
- 2021 -2023 Head of Mergers and Acquisitions @
- 2020 -2021 Marketing Director @
- 2017 -2020 Director, Finance and Analytics @
- 2017 -2020 Head of Marketing @
- 2017 -2020 Employee #1 @
- 2016 -2017 Group Marketing Manager @
- 2015 -2016 Manager, Customer Insights @
- 2014 -2015 Business Manager to SVP of Marketing @
- 2009 -2014 Multiple Roles, Finance + Analytics @
- 2005 -2006 Financial Services Representative @
Jacob Tally Education
- Texas McCombs School of Business
Masters (Business Administration)
- Franklin University Switzerland
Bachelor of Arts (B.A.) (International Banking & Finance; International Management)
Jacob Tally Skills
- Financial Modeling
- Forecasting
- Financial Analysis
- Cross-functional Team Leadership
- Marketing
- Customer Experience
- Marketing Strategy
- Voice of the Customer Analysis
- Text Analytics
- Corporate Finance
- Finance
- International Business
- Management
- Project Management
- Financial Reporting
- Market Research
- Analysis
- Capital Markets
- Strategic Planning
- Business Analysis
- Leadership
- Excel
- Microsoft Excel
- Strategic Financial Planning
- Statistics
- Big Query
- SQL
- Social Media
- Cross Functional Team
- Facebook Marketing
- Remarketing
- Strategy
- Customer Segmentation Strategy
- PostgreSQL
- Analytical Skill
- Cross Functional Team Leadership
- Marketing Operations
- A/B testing
- Display Advertising
- Strategic Financial
- Brand Management
- Retail
- Start Ups
- Business Process Improvement
- Analytics
- Consumer Products
Jacob Tally Summary
- Jacob Tally, based in Kirkland, WA, US, is currently a Financial Planner at Prospero Wealth. Jacob Tally brings experience from previous roles at Cap Hill Brands, New Engen, Inc. and Crowd Cow. Jacob Tally holds a Masters in Business Administration @ Texas McCombs School of Business. With a robust skill set that includes Financial Modeling, Forecasting, Financial Analysis, Cross-functional Team Leadership, Marketing and more. Jacob Tally has 3 emails and 2 mobile phone numbers on RocketReach.
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