Robert M. Jacoby

Corporate Officer/Principal at

The American Institute of Certified Public Accountants

84 year

Finance

Commercial Services

Profile

Robert M.
Jacoby is a Member of The American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.
He is also a former Independent Director of CVB Financial Corp.
(2011-2017), Director of First American Bank, Director of Citizens Business Bank (2005-2017), Partner of Grant Thornton LLP (1981-1987), and Auditor of Chino Valley Bank (1987).

Robert M. Jacoby active positions

Companies	Position	Start
The American Institute of Certified Public Accountants The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Association of accountants	Corporate Officer/Principal	17/06/2010
California Society of Certified Public Accountants California Society of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The California Society of Certified Public Accountants (CalCPA) serves current, past, and future CPAs and accounting professionals by offering continuing professional education, networking, career development, health programs, and professional protection. The non-profit company is based in Redwood City, CA. CalCPA supports CPA licensure and education with guidance on exam requirements, licensing steps, renewal processes, regulatory review courses, livestreams, and resources for licensing questions. The organization administers the AICPA peer review program for firms, provides directories and compliance support, and promotes financial empowerment and literacy through community outreach, educational presentations in schools, volunteer resources, and disaster victim counseling. CalCPA publishes the "California CPA Magazine," hosts conferences and virtual events on topics such as estate planning, AI, and crypto asset accounting, and offers advertising and sponsorship opportunities. It operates affiliated nonprofit entities that provide educational resources and professional development, and maintains transparency through published bylaws, financial statements, and policies.	Corporate Officer/Principal	17/06/2010

All active positions of Robert M. Jacoby

Former positions of Robert M. Jacoby

Companies	Position	End
CVB FINANCIAL CORP.	Director/Board Member	17/05/2017
Citizens Business Bank Citizens Business Bank Regional BanksFinance Operates as a state commercial bank	Director/Board Member	17/05/2017
Chino Valley Bank Chino Valley Bank Regional BanksFinance State commercial banks; holding co.	Comptroller/Controller/Auditor	01/01/1987
Grant Thornton LLP Grant Thornton LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting, assurance, tax and advisory services	Corporate Officer/Principal	01/01/1987
First American Bank (Rosemead, California) First American Bank (Rosemead, California) Regional BanksFinance Provides banking services	Director/Board Member	-

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Linked companies

Private companies	7
CVB Financial Corp. CVB Financial Corp. Regional BanksFinance Operates as a bank holding company whose subsidiary provides banking services	Finance
First American Bank (Rosemead, California) First American Bank (Rosemead, California) Regional BanksFinance Provides banking services	Finance
Grant Thornton LLP Grant Thornton LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting, assurance, tax and advisory services	Commercial Services
Chino Valley Bank Chino Valley Bank Regional BanksFinance State commercial banks; holding co.	Finance
The American Institute of Certified Public Accountants The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Association of accountants	Commercial Services
Citizens Business Bank Citizens Business Bank Regional BanksFinance Operates as a state commercial bank	Finance
California Society of Certified Public Accountants California Society of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The California Society of Certified Public Accountants (CalCPA) serves current, past, and future CPAs and accounting professionals by offering continuing professional education, networking, career development, health programs, and professional protection. The non-profit company is based in Redwood City, CA. CalCPA supports CPA licensure and education with guidance on exam requirements, licensing steps, renewal processes, regulatory review courses, livestreams, and resources for licensing questions. The organization administers the AICPA peer review program for firms, provides directories and compliance support, and promotes financial empowerment and literacy through community outreach, educational presentations in schools, volunteer resources, and disaster victim counseling. CalCPA publishes the "California CPA Magazine," hosts conferences and virtual events on topics such as estate planning, AI, and crypto asset accounting, and offers advertising and sponsorship opportunities. It operates affiliated nonprofit entities that provide educational resources and professional development, and maintains transparency through published bylaws, financial statements, and policies.	Commercial Services