With more than 11 years experience in financial services industry and 5 years as Administrative Assistant, Jackie joined Capital Wealth Management as an Investment Operations Specialist. Jackie has worked in assisting clients with operations and investment maintenance for high net worth clients. Jackie excels in helping financial advisors grow their business and all daily operations.
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/Training:
- Management/ Marketing – Community College of Rhode Island
Personal Information:
- Jackie is a resident of Scituate, RI for the past 23 years. She enjoys walking, going
to gym and spending time with her family and friends.