Michelle Beck - Palomar College
Michelle Beck - Palomar College
Michelle Beck - Palomar College
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Aron (Jake) Jacobson Resume – Page 2<br />
Developed and launched a consulting practice focused on Anti Money Laundering transaction monitoring<br />
solutions for the banking industry. Responsible for developing service offerings, building practice capabilities<br />
through external hiring and internal training, selling and delivering engagements to existing mid-tier banking<br />
clients, and supporting a new firm wide strategic initiative to penetrate the mid and top tier banking market<br />
segments.<br />
• Analyzed existing regulatory consulting market and formed a strategy for initial penetration of the mid<br />
tier customer segment<br />
• Managed first year P&L of $5 million. Exceeded sales target by 125%. Met profitability, headcount<br />
growth, and customer satisfaction targets.<br />
• Established partnership with a third party software vendors to deliver end to end AML solutions to the<br />
small and mid tier banking segments<br />
• Notable clients include Key Financial Corp, AMCOR Bank, First Bank of Puerto Rico, Chemical Bank<br />
of China, MidFirst Bank, Northern Trust, Sky Financial Group, MidAmerica Bank, Comerica<br />
IBM, New York, NY 2000-2005<br />
Senior Manager, Business Consulting Services<br />
Led consulting engagements for core financial services clients. Developed thought leadership in core consulting<br />
disciplines. Managed and developed staff in the IBM consulting community. Identified and sold add-on and<br />
follow up consulting services to existing engagements.<br />
• Promoted 4 times in 5 years, Starting as Junior Consultant in 2000, leaving as Senior Manager in 2005<br />
• Analyzed service delivery model for a major retail financial planning firm with 15,000 captive sales<br />
representatives. Developed a transformation strategy that reduced the number of front office<br />
applications from over 50 to less than 20 resulting in 35% reduction in delivery and support costs, and<br />
improved time to market for new support functionality and new business products<br />
• Developed and implemented a successful strategy to turn around a stalled regulatory project for a top 5<br />
bank required to address critical weaknesses identified by bank examiners. Recommendations included<br />
changes to project organization for improved communication and collaboration across stakeholder<br />
groups, a shift in technology strategy to better align with needs, and formation of an enterprise level<br />
program management office<br />
• Performed project management role covering nationwide rollout of a check imaging process that<br />
transformed the way checks are routed and cleared in the Federal Reserve system<br />
• Managed multiple systems integration, program transformation, and project management engagements<br />
• Notable clients included American Express Financial Advisors, Wachovia, Wells Fargo, USBank, U.S.<br />
Federal Reserve Bank, Toronto Dominion Bank<br />
PRUDENTIAL SECURITIES, Minneapolis, MN 1997-2000<br />
Registered Representative, Retail Securities Broker<br />
• Developed comprehensive financial plans for individuals and small businesses<br />
• Provided retail brokerage services to clients<br />
• Sold variable life, accident, and health insurance products to clients<br />
• Designed and implemented benefit plans for small businesses<br />
• NASD series 7 and 65 registrations– not current<br />
EDUCATION<br />
KELLOGG SCHOOL OF MANAGEMENT, NORTHWESTERN UNIVERSITY, Evanston, IL<br />
MBA – Strategy & Marketing, 2011<br />
AUGSBURG COLLEGE, Minneapolis, MN<br />
Management Information Systems, 2000<br />
CARLSON SCHOOL OF MANAGEMENT, UNIVERSITY OF MINNESOTA, Minneapolis, MN,<br />
Finance & Economics, 1997
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