Jamie Jacobsma
Brookings,SD
Summary
Analytical and strategic thinker with a background in financial and investment analysis. Known for high productivity levels and the ability to efficiently complete tasks, ensuring accuracy and timely delivery of projects. Possess specialized skills in market research, risk assessment, and portfolio management. Excel at communication, problem-solving, and adaptability, making complex financial concepts understandable and actionable for diverse audiences.
Overview
22
22
years of professional experience
Work History
Business Acquisition Advisor
Peterson Acquisitions
Sioux Falls, South Dakota
01.2023 - Current
- Established relationships with industry contacts in order to evaluate new opportunities for acquisition or partnerships.
- Coordinated meetings with stakeholders in order to discuss objectives, timelines, and budgets for proposed acquisitions.
- Conducted due diligence research on potential acquisitions, including financial statements review.
- Facilitated communication between involved parties during the negotiation process.
- Developed and implemented strategies to identify suitable business opportunities for acquisition.
- Evaluated the financial performance of target companies to determine their suitability for acquisition.
- Utilized financial analysis to prepare plans of action for investment.
- Developed comprehensive company valuations to inform investment decisions.
- Guided stakeholder strategies with financial advice.
- Coordinated deal financing by gathering resources from financial institutions, public agencies or private companies.
Mortgage Banker
Keystone Mortgage
Sioux Falls, South Dakota
11.2003 - Current
- Assisted clients in completing mortgage applications and gathering necessary documentation.
- Explained mortgage products and services to potential borrowers in detail.
- Responded to client inquiries regarding loan terms and conditions promptly.
- Managed multiple tasks simultaneously while meeting tight deadlines.
- Met with new clients and completed pre-qualification procedures.
- Built positive relationships with realtors to produce client referrals.
- Analyzed financial information provided by customers to determine appropriate loan products for their needs.
Education
Some College (No Degree) - Teaching With Coaching Emphasis
South Dakota State University
Brookings, SDSkills
- Valuation techniques
- Legal compliance
- Contract review
- Integration planning
- Deal structuring
- Cross-functional teamwork
Accomplishments
6 Figure Earner since age of 25
Timeline
Business Acquisition Advisor
Peterson Acquisitions
01.2023 - Current
Mortgage Banker
Keystone Mortgage
11.2003 - Current
Some College (No Degree) - Teaching With Coaching Emphasis
South Dakota State University