Lowell Jacobson is a eficient expert, working in Wells Fargo Securities as a Director since 2011. This expert has earned professional experience in more than six positions at various companies. Lowell Jacobson went to the Georgetown University and received education there to 2011. This professional has these qualifications: Chartered Financial Analyst (Cfa), Series 79, and Series 63. Rockville, Maryland is the area, where this expert was known to be situated. The person's phone and email can be accessed through this website by request.
Name variants:
Lovell Jacobson
Last updated Jun 04, 2024
Contact Information
Last Update
Jul 4, 2022
Email
lo**@wellsfargo.com, lo**@gmail.com
Location
Rockville, MD
Company
Workplace
Colleagues
Work History
Debt Capital Markets - High Yield Research Summer Associate
85 Broad St, New York, NY 10004
Supported Media and Broadband Analyst and High Yield Sales Team
Analyzed credit agreements and bond indentures to review capital structures and forecast financial data
Jun 2010 — Aug 2010
Project Manager - Global Derivatives Risk and Control
New York, NY
Monitored and coordinated Credit Default Swap trade documentation and confirmation with DTCC counterparties - Enhanced resource utilization and data integrity by automating reporting procedu...
Oct 2007 — Jul 2009
Consultant
Project Manager consultant for Merrill Lynch's Global Derivatives Risk & Control Group - DCG Academy training courses: Credit Derivatives (first in the class); Equity Derivatives (first in t...
Aug 2007 — Jul 2009
Risk Administrator and Relationship Manager
Mitigated risk exposure by managing the Business Continuity Planning for 20 domestic business units, ensuring compliance with corporate milestones and regulatory standards for disaster recov...
Apr 2006 — Aug 2007
Paralegal
88 Pine St, New York, NY 10005
Supported partners and associates in all aspects of the litigation process by preparing litigation documents for court filing and service, proofreading, drafting correspondence, scheduling d...
Jan 2005 — Apr 2006
Education
2002 — 2004
2000 — 2002
1996 — 2000
Occupations
Executive
Director
Lawyer
Summer Associate
Analyst
Operations Manager
Paralegal
Analysts
Skills
Financial Modeling
Capital Markets
Portfolio Management
Due Diligence
Trading
Financial Analysis
Derivatives
Investment Banking
Leveraged Finance
Finance
Management
Financial Structuring
Financial Services
Fixed Income
Mergers and Acquisitions
Disaster Recovery
Market Analysis
Loans
Credit Derivatives
Bonds
Credit