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
01The Ohio State University | Bachelor of Science Degree in Business Administration
02Marist College | Master of Business Administration
03Rutgers The State University of New Jersey | Professional Certificate in Project Management
04Series 99 | Series 7 | Series 24
05Project Management Professional (PMP)
01Joined Allegheny Financial Group in 2007 and held positions including IAS Business Coordinator, IAS Business Analyst, and Director of Information Management.