Jacob Sperry
About Jacob Sperry
Jacob Sperry serves as the Vice President of Customer Experience at Trullion, where he leads the Solutions Consulting team with a focus on AI-enablement in finance and accounting. He has extensive experience in technical accounting and customer experience management across various roles in notable firms such as KPMG, CaptivateIQ, and PricewaterhouseCoopers.
Current Role at Trullion
Jacob Sperry serves as the Vice President of Customer Experience at Trullion, a position he has held since 2024. In this role, he leads the Solutions Consulting team, focusing on AI-enablement in finance and accounting. His responsibilities include enhancing customer engagement and ensuring a high-quality experience for clients. His tenure at Trullion marks a significant step in his career, building on his extensive background in customer experience management.
Previous Experience at CaptivateIQ
Prior to his current role, Jacob Sperry worked at CaptivateIQ for three years as Vice President of Customer Experience from 2019 to 2022. He then transitioned to the role of Vice President of Business Operations and Strategy from 2022 to 2023. His time at CaptivateIQ involved overseeing customer experience initiatives and strategic operations, contributing to the company's growth and operational efficiency.
Background in Technical Accounting
Jacob Sperry has a solid background in technical accounting and IPO services. He served as a Partner at Connor Group from 2012 to 2019, focusing on technical accounting and IPO services. His experience includes managing financial instruments and structured products during his tenure at PricewaterhouseCoopers, where he worked as a Manager in the Financial Instruments, Structured Products, and Real Estate Group.
Education and Qualifications
Jacob Sperry studied at Brigham Young University, where he earned a Bachelor of Science in Accounting and a Master of Accountancy (MACC) from 2004 to 2007. He also attended Anne Arundel Community College, achieving an Associate of Arts in General Studies - English from 2001 to 2003. His educational background provides a strong foundation for his career in accounting and finance.
Early Career and Other Roles
Jacob Sperry began his career with a brief tenure at KPMG as an Associate in the Accounting Advisory Group in 2008. He also worked as a Postgraduate Technical Assistant at FASB from 2008 to 2009. His early experiences laid the groundwork for his subsequent roles in technical accounting and customer experience management across various organizations.