Jacob Frey, CPA, CMA, is an accomplished finance professional with significant experience in investment banking and audit & assurance. Currently serving as an Investment Banking Associate at Baird since January 2022, Jacob progressed from an Analyst role. Prior experience at Deloitte included leadership on projects advising private companies on SEC compliance and preparing financial statements. Jacob also gained valuable insights as an Equity Analyst for the University of Wisconsin-Whitewater student-managed investment fund and as an Undergraduate Student Researcher at the Fiscal & Economic Research Center. Previous internships at Abbott provided exposure to global treasury and cost accounting, with notable achievements in fixed asset recovery and process development. Jacob holds a Bachelor of Business Administration in Accounting and Finance from the University of Wisconsin-Whitewater and studied International/Global Studies at Universidad Carlos III de Madrid.
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