As university treasurer and vice president of financial services and innovation, Jake Wozniak oversees the bursar’s office, debt management and the treasurer’s office as well as various strategic financial initiatives.
He supervises a range of activities, including managing banking services, investing the university’s short- and intermediate-term operating funds, funding Ohio State’s capital needs and collecting tuition and fees.
Since joining Ohio State in 2017, Jake’s accomplishments include developing a master lease agreement with Apple that allows the university to provide iPads to more than 11,000 students each year. He has also completed bond issues and interest rate hedging agreements that will save the University over $130 million in interest expense.
The Office of Financial Services has been under his leadership since February 2018.
Jake joined Ohio State with more than a decade of experience in public finance and debt management. He previously worked at KeyBank Capital Markets in Columbus as director of public finance, where he was a lead banker for the firm’s project finance practice nationally and transacted more than $2.5 billion in senior/sole managed business.
Prior to joining Key, Jake spent nine years with the State of Ohio. As director of debt management for the Ohio Treasury, Jake facilitated the issuance of approximately $13 billion of municipal debt obligations and was responsible for servicing a portfolio of $9 billion in outstanding State of Ohio bonds. During his tenure, Jake aided in the structuring and sale of the nation’s largest tax-exempt tobacco securitization ($5.4 billion).
Jake is a two-time graduate of The Ohio State University, holding a BSBA with finance and risk-management specializations and a Master of Business Administration. He is a Certified Treasury Professional, Certified Corporate FP&A Professional, and holds FINRA Series 7, Series 63 and Series 53 Securities Licenses (inactive).