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      Jacob has over 15 years of experience serving financial institutions in both Canada and the United States, which includes experience in banking, insurance and asset management. Specializing in audits of asset managers and related funds in the alternative investment space, his experience ranges from securities filings, advising on the accounting for business combinations, pension plans audits, mortgage investment company audits, to the successful coordination of large global group audits.

      1. Education and qualifications
        • MBA, Fordham University
        • BSc, Sy Syms School of Business, Yeshiva University
      2. Accreditations
        • Licensed Public Accountant, Ontario
        • CA, CPA