As Managing Director of Operations, Jackie’s role involves dual sets of responsibilities. She manages the client relationship and operations teams to assure that all client requests, communication, and data are handled efficiently and accurately. Additionally, she is responsible for the critically important documentation and implementation of Affinia’s compliance policies.
In her role in directing firm operations, Jackie works closely with the advisory group to create and document Affinia’s operating policies and procedures. She applies her substantial knowledge and skill to hire, train, and lead the professionals on the team and manages the day to day operation of the office.
Having completed the Investment Adviser Certified Compliance Professional program and earning the IACCP® designation, Jackie works alongside Affinia’s Chief Compliance Officer. She works with expert consultants to maintain the accuracy of all company filings, document and test Affinia policies and procedures and assure that Affinia’s operations meet all compliance requirements.
Jackie graduated from the University of Massachusetts, Dartmouth with a BA in Marketing. She joined the Special Needs Financial Planning group in January 2010 and is a member of the founding team at Affinia.
Jackie resides in Groveland, MA with her husband and young son and has very little free time!
Fun fact: Having a fun office competition? You want Jackie on your team; she played a savage game of adult Dodgeball.