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Jacob H. Levy

Jacob H. Levy

My 20s, Finding a Way

Followers of Jacob H. Levy2000 followers
location of Jacob H. LevyGreater Chattanooga

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  • Timeline

  • About me

    As CDO -1: Lead a 72-Person Data Team to New Heights | As ~AE/SE/Field CDO: $83mm of Tech Sold | Platform, Team, Deal Architecture | Care for People, Understand their Stories | Money Value of Time | Recovered Banker

  • Education

    • Corona del Mar High School

      1995 - 1999

      Activities and Societies: Baseball Student Government

    • Brandeis University

      1999 - 2003
      B.A. History, Politics

      Activities and Societies: Baseball, Debate

  • Experience

    • Multiple

      Jun 2003 - Sept 2010
      My 20s, Finding a Way

      Often an investment banking analyst or associate. Occasionally an entrepreneur or professional baseball player.

    • American Advisors Group

      Oct 2010 - Jan 2018

      • Director, Enterprise Data Strategy

        Jan 2016 - Jan 2018

      • Salesforce Architect and Marketing Systems Manager

        Oct 2014 - Feb 2016

      • Senior Financial & Business Analyst; Salesforce Admin

        Jan 2012 - Sept 2014

      • Financial Analyst

        Oct 2010 - Dec 2011

    • Jacob Levy, Enterprise Architect, LLC

      Jan 2018 - May 2019
      Principal Consultant

      I worked with micro, small and mid-cap companies to efficiently leverage data, technology, and people to maximize ROIC.

    • PennyMac Financial Services, Inc.

      May 2019 - Apr 2021
      Senior Vice President, Enterprise Data

      I lead a large team and cost-center with responsibility for data engineering, business intelligence, and data governance.

    • Entisys360

      Apr 2021 - Oct 2022
      Field CDO

      I advised large, or otherwise well-funded, clients on how best to manage and maximize the value of their data. Quota carrying.

    • Ascend.io

      Nov 2022 - Mar 2024
      Field CDO

      I sold and lead implementations of an interesting data automation SaaS. Quota-carrying.

    • The Technical Architecture and Strategic Sales Company

      Apr 2024 - now
      Principal Consultant

      I work with companies of any size doing interesting things to efficiently leverage data, technology, and people to maximize ROIC.

  • Licenses & Certifications