Jacob is a Vice President in Evergreen’s Location Strategies practice.
Jacob is focused on assisting corporate clients with optimizing their location decisions as well as their ability to realize valuable economic incentives such as cash grants, tax abatements, PILOT agreements, sales tax sharing agreements, employee training grants, payroll rebates, sales and use tax refunds, utility benefits, and other economic incentives. Jacob is involved in all aspects of the site selection process and focuses on market research, labor market analysis, supply chain, and logistics modeling, and related analytics.
Prior to Evergreen Advisors, Jacob was with Bank of America Merrill Lynch as a Financial Solutions Advisor where he analyzed market data and presented personally detailed financial plans to each client, helping them achieve their financial goals. He started his career at JPMorgan Chase as a financial control analyst responsible for ensuring the accuracy and validity of the corporate and investment bank’s general ledger accounts, adherence to P & L and Balance Sheet controls, and identifying and implementing opportunities for efficiency.
Education
Jacob holds his Bachelors of Science in Accounting and Supply Chain Management from the Robert H. Smith School of Business at the University of Maryland, College Park.
Interests
Jacob learned early in his career the importance of site selection, supply chain management, and workforce. Soft Serve, milkshake, chocolate, or vanilla? Jacob started in Business owning ice cream stores with his brothers in North Wildwood, New Jersey.
