Jaclyn Wright Location

Denver, CO, US

Jaclyn Wright Work

  • 2019 - 2020 Client Services Associate @ UBS Group AG
  • 2018 - 2018 Relationship Manager, Treasury Services @ BNY
  • 2012 - 2018 Wealth Manager, Fiduciary Specialist @ BNY
  • 2010 - 2012 Client Support Services Team Leader @ BNY
  • 2007 - 2010 Sr. Portfolio Administrator @ BNY
  • 2006 - 2007 Proxy Specialist @ BNY

Jaclyn Wright Education

  • Penn State University

    BS (Business Administration)

    1999 - 2003

Jaclyn Wright Skills

  • Customer Relationship Management Crm
  • Account Management
  • Financial Planning
  • Lotus Notes
  • Wealth Management Services
  • Portfolio Management
  • Investments
  • Client Services
  • Financial Services
  • Morningstar

Jaclyn Wright Summary

Jaclyn Wright, based in Denver, CO, US, is currently a Director of Client Services at Wedmont Private Capital. Jaclyn Wright brings experience from previous roles at Wedmont Private Capital, BNY Mellon and UBS. Jaclyn Wright holds a 1999 - 2003 BS in Business Administration @ Penn State University. With a robust skill set that includes Customer Relationship Management Crm, Account Management, Financial Planning, Lotus Notes, Wealth Management Services and more. Jaclyn Wright has 1 emails and 1 mobile phone numbers on RocketReach.
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