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Reece Jacobson
Investment Banking Analyst at Chartwell Financial Advisory, Inc.
Professional Background
Reece Jacobson is a dedicated and skilled member of Chartwell’s Corporate Finance practice, where he excels in providing vital support to senior members of the team. His focus on mergers and acquisitions, capital markets, and ESOP-related ownership transition transactions highlights his comprehensive understanding of the complexities involved in corporate finance. With a proactive approach, Reece engages in performing critical financial analyses, which include robust valuation and cash flow modeling techniques. His adeptness in creating compelling marketing materials and efficiently gathering and preparing due diligence information has been instrumental in assisting his firm in achieving its financial advisory objectives.
Reece's trajectory in the finance industry began with significant internship experiences that have prepared him for his current role. His earlier positions included a Corporate Finance Analyst Intern role at Chartwell Financial Advisory, Inc., where he honed his analytical skills and gained firsthand insight into the financial advisory process. Additionally, his work as an Investment Banking Summer Analyst at CLA (CliftonLarsonAllen) and an intern at Foster Klima & Company provided him with a solid foundation in finance, further refining his competency in executing complex financial transactions. Reece brings a wealth of knowledge and expertise to his current position, making substantial contributions to the success of Chartwell’s corporate finance initiatives.
Education and Achievements
Reece Jacobson earned his Bachelor of Science in Business, majoring in Finance, from the prestigious University of Minnesota - Carlson School of Management. This esteemed institution is renowned for its rigorous academic programs and commitment to developing future leaders in the field of business and finance. Reece's academic background equipped him with the necessary theoretical knowledge and practical skills vital for a successful career in corporate finance, including an understanding of essential financial principles, investment strategies, and market analysis techniques.
Reece’s education at Monticello High School laid the groundwork for his burgeoning interest in finance and business management, allowing him to develop critical thinking and problem-solving skills that would serve him well in his higher education and later professional endeavors.
Key Skills and Expertise
Reece possesses a strong skill set that is essential for a successful career in corporate finance. His core competencies include:
- Mergers and Acquisitions: Proficient in handling complex merger and acquisition transactions, providing analytical support, and creating strategic marketing materials.
- Financial Analysis: Expertise in conducting detailed financial valuations and cash flow modeling to assess the financial viability of various projects and investments.
- Due Diligence: Skilled in gathering and preparing comprehensive due diligence information to assist in transactional processes, ensuring all necessary data is available for informed decision-making.
- Capital Markets: Knowledgeable about market trends and capital financing options, contributing to strategic financial planning and execution for corporate clients.
Reece's contributions in these areas are a testament to his proficiency and commitment to delivering exceptional service to clients and stakeholders in the corporate finance arena.
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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.
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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.
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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.
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