About
A financial advisor at WT Wealth Management and a Partner and General Partner at Black Mountain, acting as a tech consultant. His expertise spans wealth management, financial strategy, and tech-driven investment solutions.
Experience
- WT Wealth ManagementFinancial Advisorcurrent2023 — presentScottsdale, Arizona, United States
- Black Mountain Investment GroupTech Consultantcurrent2025 — presentSalt Lake City, Utah, United States
- Black Mountain Investment GroupTech Consultantcurrent2025 — present
- The Jupiter FundGP Fund Managercurrent2025 — present
- PSmilinChief Executive Officercurrent2024 — presentSalt Lake City, Utah, United States
- Bandon Dunes Golf ResortCaddie2022 — 2023Bandon, Oregon, United States
Education
- University of OregonBachelor's degree of Arts, Double Major: Applied Business and Economics | Psychology2019 — 2023
Skills & more
Financial ServicesCustomer ServiceCustomer Relationship Management (CRM)Inside SalesPresentation SkillsEconomicsSalesMarketingFinanceTeam LeadershipTeamworkManagement
+1 more
CommunicationLanguages Spanish
- Badge of completion for the Open-Access Strategy Consulting Virtual Experience Program — Boston Consulting Group (BCG), Forage
From Jacob's professional profile.
Same school
Also attended University of Oregon53
Darcy YeeMarketing and Communications at Menlo VenturesJessica YuSenior Finance Associate at GreycroftIsabelle SmithEvents Coordinator at HeavybitJennifer SavagePartner at Illuminate VenturesTilak MandadiExecutive Vice President, Ventures and Chief Experience and Technology at Flare Capital PartnersKrista CoppermanOperating Partner at TCV
+ 47 more
Shared employers
Colleagues at Black Mountain Investment Group
Dave Levine
Advisor at Black Mountain Investment Group
Elijah Levine
Managing Partner at Black Mountain Investment Group
Joseph Russo
Advisor at Black Mountain Investment Group
Kirk Posmantur
Chief Partnership Officer, Board Member, Founder at 25Madison
Kyle Niedzwiecki
Managing Partner at Black Mountain Investment Group
Sam Levine
Managing Partner at Black Mountain Investment Group
Ty McGuire
Partner at Black Mountain Investment Group