Kevin Jacobs Email & Phone Number
Head of Business Intelligence @ O'Shaughnessy Asset Management, LLC (OSAM)
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Kevin Jacobs Location
- New York, NY, US
Kevin Jacobs Work
- 2025 -now Head of Business Intelligence @
- 2022 -now Marketing and Business Strategist @
- 2020 -2022 Sales Strategy Manager @
- 2018 -2020 Business Intelligence Analyst @
- 2017 -2018 Business Development @
- 2015 -2017 ETF Specialist @
- 2013 -2015 Sales Associate @
Kevin Jacobs Education
- Fordham Gabelli School of Business
Master's degree (Management Information Systems, General)
2017-2018 - Fordham University
Bachelor of Business Administration (BBA) (Finance, General)
2009-2013
Kevin Jacobs Skills
- Alternative Investments
- Series 63
- E Commerce
- PowerPoint
- Fixed Income
- Series 3
- Oracle Database
- Finance
- Tableau
- Mutual Funds
- FINRA
- Bloomberg Terminal
- Social Networking
- Asset Management
- Apple Developer
- SQL
- Python
- ETFs
- Etf
- Series 7
- SPSS
- Hedge Funds
Kevin Jacobs Summary
- Kevin Jacobs, based in New York, NY, US, is currently a Head of Business Intelligence at O'Shaughnessy Asset Management. Kevin Jacobs brings experience from previous roles at O'Shaughnessy Asset Management, Franklin Templeton, Legg Mason (Acquired by Franklin Templeton) and Green Harvest Asset Management. Kevin Jacobs holds a 2017 - 2018 Master's degree in Management Information Systems, General @ Fordham Gabelli School of Business. With a robust skill set that includes Alternative Investments, Series 63, E Commerce, PowerPoint, Fixed Income and more. Kevin Jacobs has 1 emails on RocketReach.
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Top O'Shaughnessy Asset Management, LLC (OSAM) Employees
John Shetterly
Managing Director - Head of Client Onboarding
Baltimore, MD, US
Jamie Zelem
Associate Director, Senior Product Manager
Stamford, CT, US
Joe Giroux
Managing Director, Portfolio Manager
East Greenwich, RI, US
Ron Schuler
Managing Director
Stamford, CT, US
Thomas Farrell
Vice President
New York, NY, US
Kelly Edwards
Vice President, Finance and Accounting
New York, NY, US
Abbey Duncan
Vice President, Relationship Management Associate
New York, NY, US
Anna Hudes
Vice President - Growth Marketing and Member Experience
New York, NY, US
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