Jacqueline Thacik

    Jacqueline Thacik, Vice President of Operations

    As the Vice President of Operations, Jacqueline focuses on business analysis, systems integration, data management and project leadership for large, cross-functional projects.  She is responsible for managing all aspects of HAS (Hanlon Advisory Software), which serves three key purposes: client relationship management (CRM), portfolio management, and financial planning. She also has oversight of the IT and Portfolio & Commission Accounting departments.

    Vice President of Operations

    Education & Professional Credentials

    • 01

      The Ohio State University | Bachelor of Science Degree in Business Administration

    • 02

      Marist College | Master of Business Administration

    • 03

      Rutgers The State University of New Jersey | Professional Certificate in Project Management

    • 04

      Series 99 | Series 7 | Series 24

    • 05

      Project Management Professional (PMP)

    Professional Experience

    • 01

      Joined Allegheny Financial Group in 2007 and held positions including IAS Business Coordinator, IAS Business Analyst, and Director of Information Management.