Jake is a Vice President of Financial Planning and Analysis at Exbo Group. He advises clients on financial best practices, budgeting, the pace of growth, ad hoc financial analysis, and other key activities associated with CFO services and fundraising support.
Prior to Exbo, Jake worked as a Senior Associate at BDO in the Financial Services Group where he specialized in leveraged debt, specifically collateralized loan obligations (CLO’s). Prior to working in the Financial Services Group, Jake served as an Associate at BDO in its General Assurance practice.
Jake earned his Master of Science in Accounting from Joseph M. Katz Graduate School of Business at the University of Pittsburgh and a BS in accounting from the University of Pittsburgh. He is a Certified Public Accountant in the State of New York. Jake is also the Co-Chair of the Smile Train Young Leadership Circle, an organization that helps support his favorite charity, Smile Train. He has raised over $23,000 and volunteers with the group in Colombia, Guatemala, and Mexico City.
Current role