Michelle Beck - Palomar College

ARON (JAKE) JACOBSON
16504 75 th Avenue North, Maple Grove, MN 55311
612.991.0202 jacobson_jake@yahoo.com
MANAGEMENT CONSULTANT
Experienced management consultant driving sales and delivery of global strategic initiatives that improve
business results for large enterprises. My mission is to build exceptional client relationships and develop
industry thought leadership. Skilled at crafting solutions to complex business challenges, with subject matter
expertise in the following areas:
• Business strategy
• Operational process improvement
• Finance and business valuation
• Financial services industry
• Risk management, including fraud, antimoney
laundering, and regulatory compliance
Have demonstrated effectiveness as a change agent both as an external client facing consultant, and internal
consultant championing change to drive business impact
EXPERIENCE
IBM, New York, NY Jan 2011 - Present
Marketing, Competitive Intelligence, Team Lead Major Services Competitors
Analyze competitor strategy and translate into actionable recommendations to positively impact IBM revenue
and profitability. Lead team of 6 analysts covering all of IBM’s major competitors in the services market.
(Accenture, Deloitte, HP, CSC, TCS, Infosys, Wipro, Cognizant)
• Advised all levels of executive management on competitive developments and implications to IBM’s
current business and growth strategy
• Developed and implemented go to market strategies addressing competitive threats oriented around
IBM served markets
• Developed recommendations and lead implementation of actions to improve IBM’s competitive
positioning, including organization structure, go to market model, pricing, and offerings
IBM, New York, NY 2006 - 2010
Associate Partner, Business Strategy & Transformation
Sell and deliver management consulting engagements to top tier financial services institutions globally.
Responsible for sales, profitable delivery, practice development, thought leadership generation, customer
relationship management, and third party partnerships in support of our business.
• Manage $4 million annual sales and delivery P&L
• Launched and developed fraud prevention consulting practice resulting in $3.5 million in first year
sales, growing to $5 and $5.5 million in sales and revenue in years two and three respectively
• Participated in task force to launch IBM Japan regulatory consulting group in 2007 resulting in $25
million in first year sales. Spent significant time in Tokyo working with IBM Japan colleagues and
Japanese banking clients
• Developed and implemented new fraud operational practices for a top 3 US bank resulting in $50
million in annual cost savings and 5% improvement in customer attrition related to fraud events
• Consulted with top tier bank to identify and implement $400 million in operational cost savings,
utilizing industry benchmarking, financial analysis, and best practice strategy frameworks
• Advised several top tier diversified banks through strategic build out of enhanced BSA/AML
compliance policy and operations following the passage of the USA PATRIOT Act
• Led recruiting and talent development for practice area comprised of 45 total staff
• Multiple industry speaking engagements and white paper publications
• Notable clients include Bank of America, Wells Fargo, Wachovia, Citibank, Union Bank of California,
Bank of Tokyo Mitsubishi, Sumitomo Mitsui Banking Corp, Mizuho Financial Group, American
Express, Royal Bank of Canada (RBC), Scotia Bank
CROWE CHIZEK, Grand Rapids, MI 2005-2006
Senior Manager, Financial Services Consulting