Jacob Savage is a seasoned financial professional with extensive experience in financial analysis and portfolio management. Currently serving as a Senior Financial Analyst at KeyBank since January 2022, Jacob previously held roles as a Financial Analyst and Jr. Financial Analyst at Union Home Mortgage Corp., where key responsibilities included utilizing Microsoft Excel for company forecasts, optimizing reports with Alteryx and PowerBi, and conducting ad hoc reporting for the CFO. Prior to that, Jacob gained valuable experience as a Portfolio Manager at Crosby Advisory Group, focusing on investment performance and client education, and as an Equity Research Analyst at Eagle Investment Group, specializing in the healthcare sector. Jacob holds a Bachelor’s degree in Finance/Economics from Ashland University, earned in 2019.
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