Stacey Jacobson
Associate Director, Digital Specialist Team at Factset
Based in McKinney, United States
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Seniority
Director
Department
Other
Location
McKinney
Industry
Financial Services
Company size
15K
Contact information
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s•••••••@factset.com
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Background
About Stacey Jacobson
With over 20 years of experience as an individual contributor and manager I am a seasoned professional in the financial technology industry. In my most recent role as Associate Director, Digital Specialists at FactSet/Merrill Lynch, I oversaw the delivery of innovative and impactful training solutions for over Financial Advisors, Client Associates, and their clients. My core competencies lie in team development and management, training delivery, long-term relationship building, technology platforms, and customer retention. I have a proven track record of fostering collaboration and achieving results across global and diverse teams. Some of my notable achievements include building, training, and managing an offshore team, contributing to mission-critical platform migrations, and leading successful online training programs. My mission is to lead and drive impactful change that enhances the value proposition and competitive edge of my firm and its clients.
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