Leo Jacobo
Financial Advisor at Equitable Advisors | San Francisco, California, United States
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Leo Jacobo is a distinguished financial leader and lecturer at The Wharton School, where he imparts his extensive knowledge and expertise to students in both the full-time MBA program on the Philadelphia main campus and the Executive MBA program in San Francisco. With a robust background in trading, retirement planning, and investment advisory services, Leo brings a wealth of practical experience to the classroom, enriching the academic environment with real-world insights.
In his current role, Leo is deeply involved in key projects that focus on enhancing financial literacy and strategic investment approaches among future business leaders. He emphasizes the importance of data storytelling and data analysis in making informed financial decisions, equipping his students with the necessary skills to navigate complex financial landscapes. His expertise in structured finance and variable annuities allows him to provide a comprehensive understanding of risk management and insurance planning, critical components for any aspiring financial professional.
Leo's commitment to fostering a dynamic learning environment is evident in his innovative teaching methods, which often include case studies and collaborative projects that simulate real-life financial scenarios. His ability to blend theoretical concepts with practical applications not only engages students but also prepares them for the challenges they will face in the fast-paced world of finance. As an executive advisor, Leo continues to influence the industry by guiding organizations in optimizing their financial strategies, making him a pivotal figure in both academic and professional circles.
Lecturer at The Wharton School in May 2022 to Present
Financial Advisor at Equitable Advisors in July 2024 to Present
FS Advisory/Banking Transformation at PwC in May 2022 to July 2023
Advisory Board Member at South End Capital a division of Stearns Bank, N.A. in December 2020 to May 2021
VP, Executive, Lending Operations at SmartBiz Loans in April 2014 to October 2020
Sr. Asset Manager, Commercial Mortgage Servicing at Wells Fargo Bank in September 2007 to April 2012
VP, Regional Underwriter, Real Estate Capital Markets at Wells Fargo Bank in December 2000 to September 2007
Vice President at Bank of America in January 2000 to November 2000
Analyst, Structured Finance/CMBS at Moody's Investors Service in September 1995 to December 1999
Project Manager at NYC Economic Development Corporation in June 1994 to May 1995
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London School of Economics and Political Science, MBA, January 2011 to January 2012
New York University, Urban Planning, January 1993 to January 1995
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Wealth Accumulation
Intergenerational Wealth Transfer
Trading
Equities
Fixed-Income Investing
Variable Annuities
Insurance
Wealth Preservation Planning
Options
Retirement Planning
Estate Planning
Insurance Planning
Investment Advisory Services
Wealth Management Services
Communication
Pitch Development
Data Storytelling
Leadership
Finance
Data Analysis
Loans
Corporate Strategy
Financial Technology
Capital Markets
Asset Management
Portfolio Management
Credit Analysis
Credit
Structured Finance
Commercial Real Estate
Underwriting
Valuation
Real Estate
Risk Analysis
Financial Structuring
Investments
Securitization
Loan Servicing
Ratings
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Discover more about Equitable AdvisorsWhat is Leo Jacobo email address?
Email Leo Jacobo at [email protected]. This email is the most updated Leo Jacobo's email found in 2026.
How to contact Leo Jacobo?
To contact Leo Jacobo send an email to [email protected]. (updated on May 05, 2022)
What company does Leo Jacobo work for?
Leo Jacobo works for Equitable Advisors
What is Leo Jacobo's role at Equitable Advisors?
Leo Jacobo is Financial Advisor
What is Leo Jacobo's Phone Number?
Leo Jacobo's phone (213) ***-*837
What industry does Leo Jacobo work in?
Leo Jacobo works in the Financial Services industry.
Leo Jacobo Email Addresses
Leo Jacobo Phone Numbers
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