Associate, Transition & Integrations
Jacqueline started her career in finance in 2019 as the assistant to a group of independent advisors. Eager to learn the complex responsibilities and growing demands of the industry, Jacqueline likes to approach tasks with care and openness, believing that any issue can be resolved with the right drive and research. Today, as part of the Transitions & Integrations team, Jacqueline looks forward to balancing the needs of advisors by going above and beyond their expectations.
Jacqueline lives in Southern California. In her free, she time enjoys being outdoors, or traveling to find historic sites and breathtaking vistas. At home, she enjoys reading a good book, learning new topics, and creating memories with her loved ones.