Jacob Broussard is a results-oriented financial services management professional known for their diversified experience in operational and human capital leadership. With a background that includes roles at TD Ameritrade and Fidelity Investments, Jacob successfully implemented Lean methodologies and led productivity improvements, achieving significant results such as a 29% increase in productivity. Jacob holds a Bachelor's degree in Accounting and Finance from the University of Oklahoma and an MBA in Strategy & Innovation from Boston University. Currently, they serve as the Director of Distribution Transformation, focused on developing exciting new products to help individuals meet their financial goals.
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