Jacob Wheeler's Location

San Francisco, CA, US

Jacob Wheeler's Work

Jacob Wheeler's Education

  • University of North Carolina at Chapel Hill - Kenan-Flagler Business School

    MBA

    2009 - 2011
  • Haslam College of Business at the University of Tennessee

    Bachelor's Degree (Finance)

    2000 - 2004
  • University of Melbourne - Melbourne Business School

Jacob Wheeler's Skills

  • Financial Modeling
  • Bloomberg
  • Corporate Finance
  • Private Equity
  • Investment Banking
  • Mergers & Acquisitions
  • Valuation
  • LBO
  • Equities
  • Fixed Income

Jacob Wheeler's Summary

Jacob Wheeler, based in San Francisco, CA, US, is currently a Executive Director, Technology Investment Banking at Morgan Stanley, bringing experience from previous roles at Wells Fargo Securities, Barclays Capital and UBS Investment Bank. Jacob Wheeler holds a 2009 - 2011 MBA @ University of North Carolina at Chapel Hill - Kenan-Flagler Business School. With a robust skill set that includes Financial Modeling, Bloomberg, Corporate Finance, Private Equity, Investment Banking and more, Jacob Wheeler contributes valuable insights to the industry. Jacob Wheeler has 5 emails and 1 mobile phone number on RocketReach.

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