With more than 20 years experience in financial services industry and 7 years as Administrative Assistant, Jackie joined Capital Wealth Management over 7 years ago as an Investment Operations Specialist and has since been promoted to Senior Investment Service Specialist.
Jackie has worked in assisting clients with operations and investment maintenance for high- net- worth clients, she also provides support with insurance, and annuity-related service needs.
Jackie has been helping financial advisors grow their business for many years. Prior to her work in financial services industry Jackie worked in the mortgage industry managing front office operations and assisting loan officers process loans.
Education:
Management/ Marketing – Community College of Rhode Island
Notable Memberships:
- Financial Planning Association
- International Association of Registered Financial Consultant
- Society of Financial Services Professionals
- Notary Public of Rhode Island
Personal Information:
- Jackie is a resident of Scituate, RI for the past 29 years. She enjoys walking, going
to gym and spending time with her family and friends.