Cynthia L. Jacobsen
Senior Consultant

 

Professional designations

  • Series 65 License

Current responsibility

Cynthia is a senior consultant at Evaluation Associates. She joined the firm in 1998. Cynthia currently manages nine client relationships for the firm, the majority of which are financial intermediaries. Cynthia brings 13 years of investment and consulting experience to her client relationships.
 

Experience

Prior to joining Evaluation Associates, Cynthia was a marketing advisor at State Street Global Advisors in San Francisco, where she marketed the firm’s diverse products to corporations, foundations, endowments, and consultants. She previously held a similar position with Robertson, Stephens & Company, an investment management firm, also in San Francisco.
 

Education

  • BA, International Business, Sacred Heart University
 
Cynthia  L.  Jacobsen 

Phone: +1 203.855.2311

Fax: +1 203.855.2301