John Jacob
New York,NY
Summary
I'm an experienced professional who has been working in M&A in the Wealth Management/RIA industry for the past 3.5 years. I've successfully closed numerous deals on behalf of our partner firms and work on every part of the deal process, from sourcing to a signed letter of intent/integration.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Associate
Wealth Partners Capital Group
New York, New York
02.2022 - Current
- Successfully run deal processes for the acquisitions of RIAs on behalf of WPCG's partner firms.
- Successfully sourced hundreds of new leads for our partner firms.
- Quantitatively work through adjusted P&L analysis, structuring of deal terms, and presentation of proposals to acquisition targets.
- Manage introductions and relationships between acquisition targets and key members of the acquiring partner firm.
- Negotiate and deliver LOIs.
- Help with firm transition to partner firm
Internal Wholesaler
MFS Investment Management Company
Phoenix, Arizona
12.2018 - 02.2022
- Wholesaler for the Oklahoma and Wisconsin market
- Achieved sales of over $800 million while consulting and presenting to financial advisors in the territory.
- Traveled and attended conferences to source new business
Personal Investor Professional Broker
Vanguard
Scottsdale, Arizona
08.2017 - 12.2018
- Assisted retail investors in achieving their financial goals.
- Used virtual technology to connect with clients and help manage their assets.
- Developed positive and professional relationships with clients to fully understand their unique investment needs, and position appropriate products or solutions.
Education
Bachelor of Science - Banking And Finance
Ohio State University-Fisher College of Business
Columbus, OH05-2017
Certification
Previously Held Licenses
- Series 7 License ID:6657098
- Series 63 License ID:6657098
- Series 65 License ID:6657098
Timeline
Senior Associate
Wealth Partners Capital Group
02.2022 - Current
Internal Wholesaler
MFS Investment Management Company
12.2018 - 02.2022
Personal Investor Professional Broker
Vanguard
08.2017 - 12.2018
Bachelor of Science - Banking And Finance
Ohio State University-Fisher College of Business
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