Fred Jacobs

Fred Jacobs is a global business development, relationship management, and marketing expert with a specialization in asset management, private banking, trade finance, and alternative investment fund administration. He has a solid background in creating and managing teams to develop industry relationships and promote SAAS solutions in various asset management sectors. His experience extends to international private banking and trade finance, and he has worked extensively across Asia, Europe, Latin America, and the US. Jacobs has a Sales Management Graduate Education from the University of Chicago, an MBA in Finance and Marketing from UCLA Anderson School of Management, and a BA in International Relations from Lewis and Clark College. He is currently a Board of Advisors at Hazeltree, and he was formerly the Chief Revenue Officer at Apex Group Ltd and Fiserv. Additionally, he has held Managing Director and Senior Vice President roles across multiple global business development and relationship management roles at SS&C Technologies, Butterfield Fulcrum Fund Administration, and PNC Financial Services/PFPC. Jacobs is a former Vice President at Bank of America, and he has served on the Advisory Board at Lewis & Clark College.