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Kurt Oeler — COO · Jacobi · Salt Lake City, Utah, United States.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
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About
Enterprise fintech COO. Jacobi helps institutional investors customize and scale multi-asset portfolio design. I look after commercial operations, finance, and personnel worldwide.
Experience
Chief Operating OfficerCurrent
Jacobi · San Francisco Bay Area
Jul 2015 – Present
Jacobi helps institutional investors customize and scale multi-asset portfolio design, analytics, and client engagement. Our clients include some of the larger, more forward-thinking multi-asset managers, pension and superannuation funds, and consultants. We’re based in San Francisco with subsidiaries in London and Brisbane, Australia.
Advisory Board
Knowledge@Wharton, Univ. of Pennsylvania · Greater Philadelphia Area
Jan 2004 – Jul 2020
Knowledge@Wharton addresses contemporary business and management topics. I help shape product management and operations.
Education
Skills
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