Jacob is a Senior Manager in the Evergreen Location Strategies practice. He focuses on providing thoughtful leadership, assisting corporate clients with optimizing their location decisions, and their ability to realize valuable economic incentives such as: cash grants, tax abatements, PILOT agreements, tax credits, employee training grants, payroll rebates, sales and use tax refunds, utility benefits, and other economic incentives.

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.

Location Strategies

Jacob is dedicated to providing value to each client by employing strategic negotiation techniques and a comprehensive site selection process. His expertise encompasses identifying opportunities that encompass all project elements, including infrastructure support, workforce training funding, and cash infusion through various tax credits during deal structuring. Jacob takes charge of managing all aspects of the site selection process, which includes market identification and research, economic impact modeling, site diligence, labor market analysis, supply chain evaluation, financial modeling, and related negotiations.

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 development. Soft Serve, milkshake, chocolate, or vanilla? He started in business owning ice cream stores with his brothers in North Wildwood, New Jersey. Jacob will answer emails while golfing, snowboarding, or working out, but won’t have service when fishing on his boat.