Daniel Jacobson

Director - Financial Technology Investment Banking at BTIG
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Nashville, Tennessee, United States, US
Languages
  • Spanish -

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Series 63 (State Securities Representative)
    Financial Industry Regulatory Authority (FINRA)
  • Series 79 (Investment Banking Representative)
    Financial Industry Regulatory Authority (FINRA)
  • Series 82 (Private Securities Representative)
    Financial Industry Regulatory Authority (FINRA)

Experience

  • BTIG
    • United States
    • Financial Services
    • 500 - 600 Employee
    • Director - Financial Technology Investment Banking
      • Feb 2022 - Present

  • KPMG Corporate Finance LLC
    • United States
    • Investment Banking
    • 200 - 300 Employee
    • Director - Financial Technology M&A
      • Jul 2015 - Feb 2022

  • Houlihan Lokey
    • United States
    • Investment Banking
    • 700 & Above Employee
    • Senior Associate - SaaS/Software M&A
      • Jun 2013 - Jul 2015

  • Wells Fargo
    • United States
    • Financial Services
    • 700 & Above Employee
    • Associate - Mid-Market M&A
      • Jul 2010 - Jun 2013

    • Analyst
      • Jul 2007 - Jul 2010

Education

  • Claremont McKenna College
  • The Bear Creek School

Community

You need to have a working account to view this content. Click here to join now