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Jackie is a Senior Relationship Manager with over 20 years’ experience and brings a wealth of expertise to her position. In this role, she oversees and supports client service and investment operations for the institutional team.
Before joining LCP Institutional, she was an Investment Operations Lead Specialist, where she managed the reconciliation of over 2,600 fixed and equity accounts and collaborated with custodians and broker-dealers to ensure 100% accuracy in settlements. Following that, Jackie served as a Margins Operations Specialist, where she handled account maintenance and educated advisors on effectively using their investment tools.
In her free time, Jackie enjoys spending time outdoors with her family and friends. Originally from New York, she is also a passionate fan of the Yankees, Knicks, and Giants.
Quote to live by: “Some people want it to happen, some wish it would happen, others make it happen.” – Michael Jordan
LCP Institutional, LLC (LCPI) registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940, as amended. More information about the firm can be found in its Form ADV Part 2, which is available upon request by calling 470-326-7920 or by emailing contact@lcpi.com
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