Tom Jacobsen Email & Phone Number
Chief Operating Officer @ M.J. Smith and Associates
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Tom Jacobsen Location
- Madison, MS, US
Tom Jacobsen Work
- 2017 -now Chief Operating Officer @
- 2011 -now Chief Compliance Officer @
- 2007 -2011 Operations Manager @
- 2000 -2007 Manager @
- 1994 -2000 Manager @ First Trust/Datalynx
Tom Jacobsen Education
- University of Colorado Denver
Master of Business Administration
1996-1999 - Colo
Bachelor of Science (Economics)
1989-1993
Tom Jacobsen Skills
- Internal Compliance
- Compliance Oversight
- Compliance Consulting
- Research Skills
- Leadership
- Business Process
- Strategic Planning
- Mutual Funds
- Budgets
- Series 7
- Wealth Management
- Business Development
- Internal Controls
- Project Management
- Program Management
- Vendor Management
- Securities
- Business Planning
- Financial Services
- Business Analysis
- Investments
- Business Strategy
- Financial Modeling
- Asset Management
- Corporate Finance
- Financial Analysis
- Mergers & Acquisitions
- Risk Management
- Microsoft Office
- Microsoft Excel
- Management
- Contract Negotiation
- Customer Service
- Series 63
- Process Improvement
Tom Jacobsen Summary
- Tom Jacobsen, based in Madison, MS, US, is currently a Chief Operating Officer at m.j. Smith and Associates. Tom Jacobsen brings experience from previous roles at m.j. Smith and Associates, Charles Schwab and First Trust/Datalynx. Tom Jacobsen holds a 1996 - 1999 Master of Business Administration @ University of Colorado Denver. With a robust skill set that includes Internal Compliance, Compliance Oversight, Compliance Consulting, Research Skills, Leadership and more. Tom Jacobsen has 1 emails on RocketReach.
Looking for a different Tom Jacobsen?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co