In addition to guiding new clients through the account opening process, these services include executing investment portfolio updates, disbursing funds, processing trades and wire transfers, providing online reporting tutorials, and distributing performance and tax data reports.
Prior to joining Treasury Partners, Ms. Jacobson worked as a software engineer before transitioning to Haas School of Business at the University of California, Berkeley. During her studies, Ms. Jacobson interned for two summers at JP Morgan Chase in Global Finance and Business Management (GFBM) and Global Corporate Banking (GCB).
Ms. Jacobson enjoys chess, needlepoint and cooking.