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Matthew Jacoby Location
United States
Matthew Jacoby Work
2018 -now Chief Compliance Officer and AML Officer @
2014 -2018 Vice President Compliance Manager - Control Room @
2012 -2014 Assistant Vice President – Compliance Specialist @
2012 -2014 Assistant Vice President – Compliance Specialist @
2012 -2012 Control Room - Compliance Senior Associate @
2009 -2011 Control Room - Compliance Associate @
2008 -2009 Alternative Investment Accountant, Hedge Funds @ PNC Global Investment Services
Matthew Jacoby Education
Kent State University
Bachelor of Science (BS) (Finance)
Harvard University
(Fintech Certificate)
Matthew Jacoby Skills
Series 24
Series 7
Series 63
Risk Management
Portfolio Management
Hedge Funds
Mutual Funds
Financial Analysis
Finance
Equities
Due Diligence
Derivatives
Banking
Control Room
Matthew Jacoby Summary
Matthew Jacoby, based in United States, is currently a Chief Compliance Officer and AML Officer at Solebury Capital. Matthew Jacoby brings experience from previous roles at J.P. Morgan, Harris Williams & Co., PNC Capital Markets LLC and PNC. Matthew Jacoby holds a Bachelor of Science (BS) in Finance @ Kent State University. With a robust skill set that includes Series 24, Series 7, Series 63, Risk Management, Portfolio Management and more. Matthew Jacoby has 1 emails and 1 mobile phone numbers on RocketReach.
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