Jaclyn B Email & Phone Number
Wealth Operations Manager
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Jaclyn B Location
- Chattanooga, TN, US
Jaclyn B Work
- Wealth Operations Manager @ Future Capital (September 2026 - Present)
- Wealth Operations Specialist @ Future Capital (May 2025 - September 2026)
- Technology Support Analyst @ (May 2023 - May 2025)
- Service Team Specialist @ (November 2022 - May 2023)
- Director Of Client Services @ (September 2018 - November 2022)
- Operations Assistant @ Fuerst Financial Group (July 2017 - September 2018)
- Administrative Assistant @ (January 2015 - May 2017)
- Bartender and Server and Certified Trainer @ (January 2011 - July 2016)
Jaclyn B Education
- Liberty University
Bachelor of Business Administration - BBA (Business Administration and Management, General)
2020-2021
Jaclyn B Skills
- Administrative Assistance
- Analytical Skills
- Application Support
- Appointment Scheduling
- Assistants
- Attention to Detail
- Client Services
- Client Services Management
- Communication
- Computer Literacy
- Critical Thinking
- Customer Relationship Management (CRM)
- Customer Satisfaction
- Customer Service
- Customer Support
- Data Entry
- Databases
- Director level
- Employee Training
- Food Industry
- Food Safety
- Food Service
- Food and Beverage Operations
- General Office Work
- Hiring
- Leadership
- Management
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Office Administration
- Operational Systems
- Operations
- Orion
- Outlook
- Payroll
- Performance Reporting
- Personal Assistance
- Phone Etiquette
- Platform Integration
- Presentations
- Problem Solving
- Project Management
- Recruiting
- Relationship Building
- Research
- SQL
- Security
- Support Services
- Team Management
- Teamwork
- Technical Support
- Technology Services
- Time Management
- Training
- Troubleshooting
- Wealth Management Services
- Written Communication
Jaclyn B Summary
- Jaclyn B, based in Chattanooga, TN, US, is currently a Wealth Operations Manager at Future Capital. Jaclyn B brings experience from previous roles at Future Capital, Orion and The Patten Group (TPG). Jaclyn B holds a 2020 - 2021 Bachelor of Business Administration - BBA in Business Administration and Management, General @ Liberty University. With a robust skill set that includes Administrative Assistance, Analytical Skills, Application Support, Appointment Scheduling, Assistants and more.
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