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
- Head of Business Intelligence @ (December 2025 - Present)
- Marketing and Business Strategist @ (December 2022 - Present)
- Sales Strategy Manager @ (October 2020 - December 2022)
- Business Intelligence Analyst @ (December 2018 - October 2020)
- Business Development @ (December 2017 - December 2018)
- ETF Specialist @ (June 2015 - May 2017)
- Sales Associate @ (May 2013 - June 2015)
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
Kevin Jacobs
Head of Business Intelligence
New York, NY, US
Patty Miner
VP, Marketing Systems Specialist
Stamford, CT, US
Pat McStay
Managing Director, Private Wealth Solutions
Madison, CT, US
Paul Ackerley
Managing Director - Trader
Mount Kisco, NY, US
Christian Boinske
Associate Director, Client Portfolio Manager
Philadelphia, PA, US
Ron Schuler
Managing Director
Stamford, CT, US
Matthew Hesselson
Vice President, Senior Designer
New York, NY, US
Amy Bergman
Managing Director, Director of Finance
New York, NY, US
Erin Foley
Director of Trading
Stamford, CT, US
Claudine Spence
Principal - Director of Client Services
New York, NY, US
Thomas Farrell
Vice President
New York, NY, US
Nicholas Bhaskar
Vice President, Relationship Management Specialist
Pittsburgh, PA, US
Abbey Duncan
Vice President, Relationship Management Associate
New York, NY, US
Sara Borden
Managing Director, Program Manager
New York, NY, US
Jack Hodgson
Vice President, Product Specialist
Boston, MA, US
Bill Reynolds
Managing Director - Senior Software Developer
Stamford, CT, US
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