As Sequoia's Compliance Delegate, Jackie is responsible for the documentation and implementation of company compliance policies. Having completed the Investment Adviser Certified Compliance Professional program and earning the IACCP® designation, she works alongside the firm’s Chief Compliance Officer and confers with the firm’s external compliance consultants.
Jackie maintains the accuracy of all company filings and documents and tests data generated by systems in use at Sequoia to assure that all compliance requirements are met.
As Director of Special Projects, Jackie applies her substantial knowledge and skill to implement Sequoia operational initiatives. She partners with various team members to implement new systems and keep the firm’s Standard Operating Procedures current .
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 Sequoia.
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 plays a savage game of adult Dodgeball.