Jacob M.

Investment Advisor Representative

Role
Investment Advisor Representative at One Pacific Financial Strategies
Location
Dallas, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jacob M.

I’m a product leader with 5+ years of experience shipping 0 to 1 products and scaling platforms to millions of users and billions in volume. I’ve led cross-functional teams across product, engineering, design, and go-to-market to deliver experiences that reduce friction, drive activation, and monetize engagement in both Web3 and SaaS environments.Most recently, I led product at Metaverse HQ, where I launched a full-stack user engagement platform that reached 1.6M+ users, designed incentive-based growth campaigns driving $312M+ in partner value, and implemented a transaction-based revenue model from the ground up. I’ve also built and tested early-stage products independently through a research-driven consulting venture focused on UX, behavior, and product-market fit.I care deeply about simplifying complex flows, building systems that scale, and using real usage data to inform product direction. I’m passionate about onboarding, retention, and working closely with design, engineering, and data teams to turn insights into outcomes. Open to opportunities in Web3, consumer apps, fintech, AI, or anywhere users and experiences matter.

Experience

  1. Investment Advisor Representative

    One Pacific Financial Strategies

    Jun 2025 — Present · Dallas, TX, US

Education

  • University of Michigan - Stephen M. Ross School of Business

    Bachelor of Business Administration (BBA) - Honors, Product Strategy, Marketing, and Business Development

    2015

Skills

  • Leadership
  • Teamwork
  • Management
  • Microsoft Excel
  • Customer Service
  • Microsoft Office

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Jacob M. — Investment Advisor Representative at One Pacific Financial Strategies in Dallas, TX, US | Unifers