Jaclyn Email & Phone Number
Managing Director @ F2 Strategy
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Jaclyn Location
- Scottsdale, AZ, US
Jaclyn Work
- 2023 -now Managing Director @
- 2023 -2023 Executive in Residence @
- 2021 -2023 Leader of Advice Strategy and Product @
- 2018 -2021 VP of RIA Operations @
- 2016 -2018 Head of Digital Advice @
- 2012 -2016 Senior Director of Financial Advice Technology, Tools and Content @
- 2010 -2012 Sr. Manager of Corporate Strategy @
- 2008 -2010 Asset Management Channel Strategy @
- 2002 -2007 Manager @ Ibboston Associates & Morningstar Inc
Jaclyn Education
- University of Minnesota - Carlson School of Management
Master of Business Administration (Marketing)
2007-2010 - Loras College
Bachelors (Financial Management, Finance)
1998-2002
Jaclyn Skills
- Business Development
- Strategic Planning
- Relationship Management
- Strategic Financial Planning
- Process Improvement
- Financial Modeling
- Marketing Strategy
- Marketing
- Non-profits
- Data Analysis
- Financial Analysis
- Product Marketing
- Project Management
- Marketing Communications
- Business Strategy
- Sales
- Non Profits
Jaclyn Summary
- Jaclyn, based in Scottsdale, AZ, US, is currently a Managing Director at F2 Strategy. Jaclyn brings experience from previous roles at F2 Strategy, Thrivent and MoneyGuidePro (PIEtech, Inc.). Jaclyn holds a 2007 - 2010 Master of Business Administration in Marketing @ University of Minnesota - Carlson School of Management. With a robust skill set that includes Business Development, Strategic Planning, Relationship Management, Strategic Financial Planning, Process Improvement and more. Jaclyn has 2 emails and 1 mobile phone numbers on RocketReach.
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