Jaclyn Location
Scottsdale, AZ, US
Jaclyn Work
- 2023 - now Managing Director @ F2 Strategy
- 2023 - 2023 Executive in Residence @ F2 Strategy
- 2021 - 2023 Leader of Advice Strategy and Product @ THRIVENT FINANCIAL
- 2018 - 2021 VP of RIA Operations @ THRIVENT FINANCIAL
- 2016 - 2018 Head of Digital Advice @ Envestnet | MoneyGuide
- 2012 - 2016 Senior Director of Financial Advice Technology, Tools and Content @ Financial Services Company
- 2010 - 2012 Sr. Manager of Corporate Strategy @ Financial Services Company
- 2008 - 2010 Asset Management Channel Strategy @ Financial Services Company
- 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
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 1 emails and 1 mobile phone numbers on RocketReach.
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Top F2 Strategy Employees
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Liz Fritz
Founder and Chief Brand Evangelist at F2 Strategy
Chicago, IL, US22 -
Jaclyn
Managing Director at F2 Strategy
Scottsdale, AZ, US13
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