BEFORE ACCORDION
Palm Tree LLC
Blue Ops Partners
American Red Cross
ALMA MATER
Grenoble Ecole de Management, M.S. Finance
Grenoble Ecole de Management, B.S. International Business
Jacob is a Vice President with nearly four years of experience having worked alongside clients ranging from small private equity owned businesses to large multinational investment banks.
Before joining Accordion, Jacob worked with Palm Tree, a private equity advisory firm. Jacob was a part of Palm Tree’s Strategic Finance division and assisted private equity portfolio companies with liquidity management, reporting packages, board preparation, budgeting, and data visualization.
Prior to Palm Tree, Jacob worked for both Blue Ops Partners and the American Red Cross. At Blue Ops, Jacob worked alongside investment banks such as William Blair, Lazard, and Piper Sandler supporting M&A advisory, sell-side readiness, CIM creation, and general M&A processes. At the American Red Cross, Jacob worked within their Biomedical Services division doing corporate FP&A.
Jacob graduated from Grenoble Ecole de Management with a MSc in Finance and a BSc in International Business.