Jacqueline Jackson Email & Phone Number
Vice President Legal and Assistant General Counsel @ Chartway Credit Union
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Jacqueline Jackson Location
- Cleveland, OH, US
Jacqueline Jackson Work
- 2023 -now Vice President Legal and Assistant General Counsel @
- 2021 -2023 Director Enterprise Risk Management and Compliance @
- 2021 -2023 Director Enterprise Risk Management and Compliance @
- 2021 -2021 Fraud Prevention and Security @
- 2019 -2021 Vice President Risk and Compliance, Counsel @
- 2012 -2019 Director of Risk and Compliance and Wealth LOB Manager and Champion @
- 2011 -2012 Compliance Manager @
- 2010 -2013 Volunteer Attorney @
- 2009 -2011 Attorney @ Law Offices of Jacqueline M. Jackson
- 2006 -2008 Compliance Administration @
Jacqueline Jackson Education
- Case Western Reserve University
Cybersecurity certification (Computer and Information Systems Security/Information Assurance)
2021-2021 - Cleveland State University - Cleveland-Marshall College of Law
J.D. (Trusts & Estates, Securities Law)
2005-2005 - Cleveland State University
MBA (Management/Finance)
- Cleveland State University
Bachelor (Finance)
- High school
Jacqueline Jackson Skills
- Compliance & Risk Management
- Investment Management
- Portfolio Management
- AML/BSA & OFAC regulation
- Securities Law
- Alternative Investments
- Self Directed IRA
- IRA regulation
- Wealth Management
- Corporate Counsel
- Financial Risk
- Series 7
- Capital Markets
- Financial Analysis
- Equity Research
- Retirement
- Tax
- Series 63
- Wealth Management Services
- Retirement Planning
- Internal Audit
- Financial Modeling
- Estate Planning
- Derivatives
- Loans
- Relationship Management
- Investments
- Strategic Financial Planning
- Credit
- Uniform Combined State Law
- Private Equity
- Litigation
- Trust Services
- Financial Services
- Mutual Funds
- Asset Managment
- Bloomberg
- Small Business Lending
- 401k
- FX Options
- Banking
- Investment Advisory
- IRAs
- General Counsel
- Compliance and Risk Management
- Union
- Compliance
- Aml/Bsa and Ofac Regulation
- Services
- Fixed Income
- Securities Regulation
- Financial Planning
- Asset Allocation
- Risk Management
- Asset Management
Jacqueline Jackson Summary
- Jacqueline Jackson, based in Cleveland, OH, US, is currently a Vice President Legal and Assistant General Counsel at Chartway Credit Union. Jacqueline Jackson brings experience from previous roles at Chartway Federal Credit Union, Chartway Credit Union and Century Federal Credit Union. Jacqueline Jackson holds a 2021 - 2021 Cybersecurity certification in Computer and Information Systems Security/Information Assurance @ Case Western Reserve University. With a robust skill set that includes Compliance & Risk Management, Investment Management, Portfolio Management, AML/BSA & OFAC regulation, Securities Law and more. Jacqueline Jackson has 2 emails and 1 mobile phone numbers on RocketReach.
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