Senior Associate, Alternatives
Jacqueline (Jackie) is responsible for supporting the Beacon Pointe Investment Research Department to provide the firm’s clients with a personalized service experience. Her duties include coordinating with custodian partners on new account processing, preparing subscription documents and providing ongoing communication, documentation, and proper protocols for alternative investments. Prior to joining Beacon Pointe, Jackie spent over 15 years in the financial services industry, specifically working in client services, back office support and trade operations at American Funds, Assetmark Investment Services, Inc. and Broadridge Financial Services. She earned her bachelor’s degree in Business Administration at California State University, Northridge and now resides in Phoenix, AZ. In her free time, she enjoys spending time with family, reading and taking road trips with her husband.