Jacob Kaippallimalil

Energizer
DISC Type : I

Chief Operating Officer at Forestrat.AI

Saddle River, New Jersey, United States

Overview

Jacob Kaippallimalil is the Chief Operating Officer at ForeStrat. ai, leveraging deep expertise in quantitative and systematic investing. His career includes leadership roles like Head of Quant Product at Schonfeld and Managing Director at Bank of America Merrill Lynch. He holds an MBA from NYU Stern School of Business.

Jacob is the founder of two strategic consulting firms, Scientific Markets LLC and Eagle Rim Associates, LLC, which advised hedge funds and fintech companies on large-scale data platforms.

Personality Overview

Big Picture Person

Full Of Energy

Informal

They excel at seeing the bigger picture, and the long-term impact of their decisions.  They are naturally enthusiastic, so take their promise with a pinch of salt. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Quantitative Investing
His career has centered on quantitative strategies, from leading quant product at Schonfeld to heading trading divisions at major banks and co-founding an AI-driven investment platform.
Systematic Trading Platforms
As COO of ForeStrat. ai, he focuses on building an AI-driven, scalable system for systematic traders. His past consultancies also centered on infrastructure for quantitative trading.
Electronic & Automated Trading
He has extensive experience in this area, having served as Head of Automated Market Making at UBS and holding senior electronic trading roles at Bank of America.

Media Appearances

Jacob has no verified media appearances

Work History

4-2025
Chief Operating Officer at Forestrat.AI
1-2024 - 4-2025
Founder at Scientific Markets LLC
7-2019 - 12-2023
Head of Quant Product at Schonfeld
7-2015 - 7-2019
Managing Director - Equity Trading at Bank of America Merrill Lynch
7-2015 - 5-2016
Founder at Eagle Rim Associates, LLC

Education

MBA from NYU Stern School of Business
MS from Rutgers University

More Information

Social Presence :

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Exp : 31 Location : Saddle River, New Jersey, United States Job Level : Leadership Designation : Chief Operating Officer at Forestrat.AI
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Insights For Selling To Jacob

During A Call Or A Meeting

DO's

  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Talk about their team and how your product will help them do things better and easier
  • Do some small talk, ask them how things are going on their side

DONT's

  • Avoid overloading them with too much detail
  • Don’t be too formal, focus on building comfort and trust
  • Avoid ifs and buts, don’t talk too much about the risks etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jacob is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Jacob

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Jacob move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Jacob take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Jacob

Personality Compatibility


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