Jacob Sobel
About Jacob Sobel
Jacob Sobel is a financial planning and analysis professional currently working at Overjet in New York since 2023. He has extensive experience in investment banking and financial analysis, having held positions at Credit Suisse and VidMob.
Work at Overjet
Jacob Sobel has been employed at Overjet as a Financial Planning and Analysis professional since 2023. His role involves managing financial data and providing insights to support strategic decision-making within the organization. Overjet, based in New York, focuses on leveraging artificial intelligence to improve dental care and patient outcomes.
Previous Experience at Credit Suisse
Prior to joining Overjet, Jacob Sobel worked at Credit Suisse in various capacities. He served as an Investment Banking Associate from 2019 to 2021 and as an Investment Banking Analyst from 2017 to 2019 in the Greater New York City Area. His experience at Credit Suisse provided him with a strong foundation in investment banking and financial analysis.
Experience at VidMob
Jacob Sobel held the position of Director of Financial Planning and Analysis at VidMob from 2021 to 2023. In this role, he was responsible for overseeing financial strategies and ensuring the alignment of financial goals with the company's objectives. His work contributed to the growth and operational efficiency of VidMob within the digital marketing sector.
Educational Background
Jacob Sobel studied at Ivey Business School at Western University, where he completed his Honours Business Administration (HBA) and earned a Bachelor of Arts from 2014 to 2016. He also attended Western University, achieving an Honours Specialization in Finance from 2012 to 2014. His educational background has equipped him with the necessary skills and knowledge for a career in finance.
Early Career Experience
Before his roles at Credit Suisse and VidMob, Jacob Sobel gained early career experience in various positions. He worked as a Business Development Analyst at Sproule in 2014, an Investment Research Analyst at Barclay Street Real Estate Ltd. in 2012, and completed internships as an Investment Banking Summer Analyst at Credit Suisse in 2015. These positions provided him with diverse insights into financial analysis and business development.