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 advisor FinTech including CRM, portfolio management, and financial planning systems. Jacqueline also oversees the IT, Advisor Services, and Centralized Billing 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.