Jacob Zakif
banking, finance, and business advisor in New York, NY
Hello, I’m Jacob. I am a fan of technology, entrepreneurship, and travel. I’m also interested in innovation and finance. Experienced Business Banker with a demonstrated history of working in the financial services industry. Skilled in Retail Banking and Wealth Management, Team Leadership, Portfolio Management, Business Relationship Management, and Risk Management. Strong sales professional with an Executive M.S. of Finance focused on Markets, Risk and Evaluation from Zicklin School of Business. I am a good listener and focused on how to make the client a family member of the firm. Make sure that my clients will always reach out to me first with any financial need, request or inquiry. Always find a proper solution for each challenge. Solve issues and overcome biases and difficulties.