Manager @ First Trust/Datalynx (May 1994 - March 2000)
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.
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