David Jacobowitz

David Jacobowitz is a seasoned professional with over sixteen years of experience in BSA, AML, KYC, CDD, EDD, OFAC, Client Onboarding, Compliance, Internal Audit, Remediation, Testing, Policies & Procedures, Strategy, and Financial Services.

He is a quick thinker with strong problem-solving abilities, known for driving results in challenging environments. David has honed excellent management, subject matter expert, training, consulting, multi-tasking, and interpersonal skills.

His educational background includes studying at West Virginia University.

David has held key roles in top-tier Global Banks, Global Broker Dealer, and Global Consulting firms, including Director positions at Credit Suisse, Vice President roles at MUFG and Cantor Fitzgerald, and managerial positions at Deloitte and Protiviti. He has also worked at renowned financial institutions like BNP Paribas, Bank of America Merrill Lynch, and Merrill Lynch, where he held various roles within Client Onboarding, AML Advisory, Risk & Compliance, and Wealth Management.