With over 20 years of experience in the financial industry, Jackie began her career in Fixed Income trading. Her interests in Wealth Management led her to her current position and she is now responsible for servicing and managing securities trading. After moving from Chicago, in 2020, she joined Compass Group of Wells Fargo and will join Daymark Wealth Partners in 2023.
Jackie was a student -athlete at The Ohio State University, earning her Bachelor of Science Degree in Economics and has taken additional coursework toward earning her MBA in Marketing from Case Western Reserve’s Weatherhead School of Management. She holds her SIE, Series 7 and 63 registrations and will pursue her Series 66.
Jackie resides in Cleveland with her husband Rich and has three adult children. Outside of the office, Jackie loves spending time with family, travelling, running, training, and reading.