Bio
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Topline AI
Jacob Cafarella is a seasoned finance professional with experience in credit analysis, portfolio management, and operations. He holds a Bachelor's degree in Finance and Economics from Babson College and is certified in Microsoft Excel 2016. Jacob has worked in various roles, including Credit Analyst, Head of Operations, and ABL Relationship Manager / Underwriter at prominent companies like Second Avenue Capital Partners and DZKZ Real Estate Group, LLC.
Credentials
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Member
Omicron Delta EpsilonMar, 2021- Apr, 2026 -
Member
Beta Gamma SigmaFeb, 2020- Apr, 2026 -
Microsoft Excel 2016 Certification
Microsoft OfficeAug, 2016- Apr, 2026
Experience
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United States
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Financial Services
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1 - 100 Employee
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ABL Relationship Manager / Underwriter
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Jun 2022 - Present
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Credit Analyst
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Jun 2021 - Jun 2022
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Needham Bank
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Needham, Massachusetts, United States
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Commercial & Industrial Credit Intern
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Apr 2020 - Apr 2021
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Needham, Massachusetts, United States
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DZKZ Real Estate Group, LLC.
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Greater Boston Area
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Head Of Operations
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Jul 2019 - Apr 2021
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Greater Boston Area
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Applause
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Framingham MA.
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Sales Intelligence Intern
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May 2019 - Aug 2019
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Framingham MA.
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La Ragazza & Associates
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Greater Boston Area
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Portfolio Management Intern
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Aug 2017 - Jan 2018
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Greater Boston Area
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Education
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2017 - 2021Babson College
Bachelor's degree, Finance and Economics
Suggested Services
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Industry Focus. “Financial Services”
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References
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