Jacob Shaffer is a serial entrepreneur who has worked in banking in both commercial and private placements for more than two decades. He brings comprehensive experiences and expertise working in the credit space in financial services industry. Having analyzed and underwritten over $1B in loans over his career at HSBC and BDC (Business Development Bank of Canada), he has played a leading role in closing transactions with expertise in review loan documentation, monitor clients’ performance, and identify issues and opportunities.
He also develops custom corporate finance apps that suggest financing options based on systematic data analysis, providing growth solutions across multiple industries. These financing solutions, put the client in the driving seat when dealing with financing companies. Thus, keeping the financial institutions fair with their existing clients and competitive with onboarding new ones.