Customer Relationship Specialist
Current
Jan 2024 - Present
AeroLeads people directory · profile
David Jackson Email & Phone Number
Financial Services Professional
at
Allworth Financial
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Services Professional
Location
Amelia, Ohio, United States
Company size
Who is David Jackson? Overview
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Quick answer
David Jackson is listed as Financial Services Professional at Allworth Financial, a company with 106 employees, based in Amelia, Ohio, United States. AeroLeads shows a matched LinkedIn profile for David Jackson.
David Jackson previously worked as Customer Relationship Specialist at Allworth Financial and Senior Compliance Advisor at Fidelity Investments. David Jackson holds Computer Science from University Of Massachussetts/Boston.
Company email context
Email format at Allworth Financial
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Allworth Financial
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Profile bio
About David Jackson
Accepted a voluntary buyout opportunity in 2021 and stepped away from my 35+ year career in Financial Services.Interested in new experiences. My financial services experience includes account reconciliations, cash management, systems analysis, business continuity planning and compliance.
Current workplace
David Jackson's current company
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Allworth Financial
8 roles
David Jackson work experience
A career timeline built from the work history available for this profile.
Senior Compliance Advisor
- Ensured fund compliance with applicable state Blue Sky laws across 54 states and territories
- Developed, maintained and tested Transfer Agent compliance policies and procedures with SEC rules and regulations
- Worked to identify and research eligible property for several legal entities under examination by state third party Abandoned Property auditors.
- Developed and presented Transfer Agent Operations Report to the Transfer Agent Board on a quarterly basis.
Sep 2007 - Jun 2021
Business Continuity Planner
Devised, tested and implemented business continuity plans for operational and accounting functions.
Jan 2006 - Aug 2007
Systems Analysis Manager
- Defined business objectives and requirements for system enhancements
- Developed test cases and performed user acceptance testing for enhancements.
Jan 2000 - Dec 2006
Operations Team Manager
Managed a group responsible for outstanding share reconciliation and accurate, timely daily reporting of shareholder transactions to the mutual funds.
Apr 1995 - Jan 2000
Cash Management Analyst
Managed cash flow greater than $1 billion daily across 60 bank accounts, minimizing overdrafts and large cash balances by anticipating volumes and initiating overnight investments.
Dec 1993 - Mar 1995
Operations Supervisor
Supervised a team responsible for banking activities of Mutal Fund shareholders. Processed error corrections related to check deposits, ACH deposits and payments, outgoing wire transfers and customer check writing.
Aug 1987 - Nov 1993
Bank Reconciliation Clerk
Daily reconciliation and exception identification and correction for mutual fund shareholder bank accounts.
Mar 1986 - Aug 1987
Team & coworkers
Colleagues at Allworth Financial
Other employees you can reach at allworthfinancial.com. View company contacts for 106 employees →
AT
Anna Tkachuk
Colleague at Allworth FinancialGreater Sacramento, United States
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MG
Meagan Grigsby
Colleague at Allworth FinancialHouston, Texas, United States, United States
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DL
Dan Leahy, Cfp®
Colleague at Allworth FinancialFolsom, California, United States, United States
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EB
Emily Brown
Colleague at Allworth FinancialGreater Sacramento, United States
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PK
Patrick Keesey
Colleague at Allworth FinancialGreater Sacramento, United States
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NM
Nancy Myhers
Colleague at Allworth FinancialRochester, New York, United States, United States
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MB
Marci Binion, Apa, Aif, Cpfa
Colleague at Allworth FinancialFolsom, California, United States, United States
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CG
Chris Gilzean
Colleague at Allworth FinancialRocklin, California, United States, United States
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BM
Bill Macher
Colleague at Allworth FinancialSt Charles, Missouri, United States, United States
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KC
Kathleen Carpenter, Cfp®
Colleague at Allworth FinancialChico, California, United States, United States
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Anna Tkachuk
Colleague at Allworth FinancialGreater Sacramento, United States
View →
MG
Meagan Grigsby
Colleague at Allworth FinancialHouston, Texas, United States, United States
View →
DL
Dan Leahy, Cfp®
Colleague at Allworth FinancialFolsom, California, United States, United States
View →
EB
Emily Brown
Colleague at Allworth FinancialGreater Sacramento, United States
View →
PK
Patrick Keesey
Colleague at Allworth FinancialGreater Sacramento, United States
View →
NM
Nancy Myhers
Colleague at Allworth FinancialRochester, New York, United States, United States
View →
MB
Marci Binion, Apa, Aif, Cpfa
Colleague at Allworth FinancialFolsom, California, United States, United States
View →
CG
Chris Gilzean
Colleague at Allworth FinancialRocklin, California, United States, United States
View →
BM
Bill Macher
Colleague at Allworth FinancialSt Charles, Missouri, United States, United States
View →
KC
Kathleen Carpenter, Cfp®
Colleague at Allworth FinancialChico, California, United States, United States
View →
1 education record
David Jackson education
-
University Of Massachussetts/Boston
FAQ
Frequently asked questions about David Jackson
Quick answers generated from the profile data available on this page.
What company does David Jackson work for?
David Jackson works for Allworth Financial.
What is David Jackson's role at Allworth Financial?
David Jackson is listed as Financial Services Professional at Allworth Financial.
Where is David Jackson based?
David Jackson is based in Amelia, Ohio, United States while working with Allworth Financial.
What companies has David Jackson worked for?
David Jackson has worked for Allworth Financial, Fidelity Investments, Shawmut Bank, and Boston Financial Data Services.
Who are David Jackson's colleagues at Allworth Financial?
David Jackson's colleagues at Allworth Financial include Anna Tkachuk, Meagan Grigsby, Dan Leahy, Cfp®, Emily Brown, and Patrick Keesey.
How can I contact David Jackson?
You can use AeroLeads to view verified contact signals for David Jackson at Allworth Financial, including work email, phone, and LinkedIn data when available.
What schools did David Jackson attend?
David Jackson holds Computer Science from University Of Massachussetts/Boston.
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