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Jacob L.

Jacob L.

Risk Analyst

Followers of Jacob L.2000 followers
location of Jacob L.San Jose, California, United States

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  • Timeline

  • About me

    Financial Controller, Enrolled Agent, City of San José Advisory Board Member, Investor, Passionate about effective time management

  • Education

    • Yale University

      2023 - 2023
      Yale Online Coursera Certificate Connected Leadership

    • California Polytechnic State University-San Luis Obispo

      2010 - 2011
      Master of Science (MS) Accounting and Tax

    • Harvard Business School Online

      -
      Other; Certificate in Strategy Execution for Public Leadership Complete

    • Santa Clara University

      2003 - 2007
      Bachelor of Commerce (B.Com.) Accounting and Finance

  • Experience

    • Google

      May 2008 - May 2009
      Risk Analyst

    • SVB

      Jun 2009 - Jun 2010
      Compliance Analyst

    • BPM LLP

      Feb 2011 - Apr 2011
      Tax Associate

    • Varish Modi, CPA, EA

      Dec 2011 - Apr 2012
      Tax Professional

    • Self Employed

      Apr 2012 - Oct 2020
      Tax Professional

    • Calvary Church Los Gatos

      Dec 2012 - Jun 2021
      Business Manager and Sr. Accountant

    • LIFEAID Beverage Company, LLC

      Jul 2015 - now
      Investor

    • Boys & Girls Clubs of Silicon Valley

      Jul 2021 - now

      • Controller

        Aug 2023 - now

      • Finance Manager

        Jul 2021 - Aug 2023

    • City of San José

      Apr 2023 - now
      Advisory Board Member at Office of Equity

  • Licenses & Certifications

  • Volunteer Experience

    • Vice President of Education

      Issued by Toastmasters International on Nov 2025
      Toastmasters InternationalAssociated with Jacob L.

    • Advisory Board Member at Office of Equity

      Issued by City of San José on Apr 2023
      City of San JoséAssociated with Jacob L.

    • Volunteer

      Issued by Boys & Girls Clubs of Silicon Valley on Dec 2021
      Boys & Girls Clubs of Silicon ValleyAssociated with Jacob L.