Jackie joined Lakeview Capital Partners in June 2020 as a Senior Operations Specialist. At Lakeview Capital Partners, Jackie manages and supports client service and investment operations within the institutional team.
Jackie has over twenty years of experience in operations, customer service, and the financial industry. Prior to joining Lakeview Capital Partners, Jackie was an investment operation lead specialist at Crawford Investment Council. There, she was responsible for reconciliations of over 2,600 fixed and equities accounts and worked directly with over 20 custodians and over 50 broker dealers to achieve 100 percent accuracy of settlements. She also worked at Advisor Group where she processed account maintenance and transfers and educated advisors on where to locate information and how to utilize their investment tools.
In her free time, Jackie loves spending time outdoors with her family and friends. Originally from New York, she also enjoys cheering on the Yankees, Knicks and the Giants.
Quote to live by: “Some people want it to happen, some wish it would happen, others make it happen.” - Michael Jordan