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Jacob Zornes
CPA, Managing Director at UMB Fund Services
Professional Background
Jacob Zornes is a highly experienced professional with a robust career in the venture capital and private equity sectors. With a rich history of working in various roles within these industries, Jacob has cultivated a deep understanding of financial strategies, fund management, and accounting practices. He is currently serving as the Managing Director at UMB Fund Services, where he leverages his extensive expertise in financial accounting and fund administration to lead a talented team in delivering high-quality services to clients.
Prior to his current role, Jacob was the Director of Finance at Peterson Partners, A significant venture capital firm monitoring and managing investments and financial operations for various funds. His deep insights into financial markets and trends have enabled him to make impactful contributions that foster growth and stability in investment portfolios. He also served as a Fund Accounting Manager and Senior Fund Accounting Manager at Peterson Partners and UMB Fund Services, respectively, where he honed his skills in fund administration and accounting practices.
In addition to his leadership roles in finance, Jacob has been an entrepreneurial spirit, having served as a Member/Owner at PNG Rental Properties, overseeing the financial and operational aspects of the real estate venture. His versatility shines through in his past positions, which include being a Sales Executive at City 1st Mortgage Services and General/Operations Manager at Huish Entertainment Group. These diverse experiences allow him to approach challenges with innovative solutions, making him a well-rounded asset in the financial sector.
Jacob's strong accounting grounding assists him in maintaining compliance with Generally Accepted Accounting Principles (GAAP), while also enabling him to manage hedge fund operations seamlessly. His strategic perspective on financial practices allows for optimized decision-making and efficient fund management.
Education and Achievements
Jacob Zornes earned his MBA with a focus on Accounting and Business/Management from Weber State University, where he laid the foundational knowledge for a career marked by excellence in financial practices. He also holds a Bachelor of Science degree in Finance and Business Administration from Brigham Young University, equipping him with essential skills and insights necessary for navigating the complexities of the finance industry.
Jacob’s dedication to continuous learning and professional development is evident in his status as a Certified Public Accountant (CPA), reinforcing his commitment to adhering to the highest standards of financial accountability and ethics.
Achievements
Throughout his illustrious career, Jacob has achieved substantial success in the fields of venture capital and private equity. His expert knowledge in fund of funds, fund administration, financial accounting, and hedge funds, allows him to contribute significantly to both organizational success and client satisfaction. He is known for his strategic financial insights and leadership capabilities, inspiring his teams to achieve excellence and foster collaborative environments.
As the Managing Director at UMB Fund Services, Jacob’s vision and expertise are shaping the future of fund services, enabling clients to thrive in an ever-evolving financial landscape. His multifaceted experience across various aspects of finance makes him a highly respected figure in the industry, and his continuous pursuit of excellence drives him to make a lasting impact on every project he undertakes.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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- Reminders and Notes: Helps you remember important details about contacts
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Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.