Jackie Mccaughey Email & Phone Number

Greater Philadelphia Area

Greater New York City Area

Hartford, Connecticut Area

• Provide field development and training for Lincoln Financial Advisors • Created and presented a due diligence report comparing and evaluating benchmarking offerings to The Advisor Experience team and The Resource Group Board • Manage and drive the development of new curriculums (Estate Planning, Business Planning, Life Insurance, Life Products) to be hosted on our Virtual University for planners and advisors to enhance their experience and knowledge • Delivering a social media toolkit for Lincoln Financial Advisors to ultimately increase their book of business • Co-work with Managing Principal in the field office developing skills as a financial planner working with HNW clients

Lowell, Ma

• Assisted with projects related to the hospital’s conversion to the Electronic Medical Record • Under the supervision of the Hospital’s CIO, shadowed all aspects of the IT department including clinical system design interface with vendor specifications, database management and report writing, computer training, project management applications, help desk services and IT strategic planning • Enhanced knowledge of IT operations within a work environment

Groton, Ma

• Managed daily operations of the LA Summer Day Program• Served as advisor and instructor to campers in various summer programs

Stamford, Ct

• Researched and identified potential prospects • Maintained and managed relations with current clientele providing status updates and assistance with placement

Lowell, Ma

• Researched and analyzed data to support new business development• Compiled information on key competitors to provide market intelligence and support strategic positioning • Conducted data mining using hospital’s information systems and provided executive summaries of key findings

Lowell, Ma

• Updated medical records for incoming patients interested in becoming laparoscopic surgical candidates• Tracked weight progress of post-surgical patients as well as the status of additional health-related conditions

Bachelor Of Science (Bs), Information Systems & Marketing

Activities and Societies: Fairfield University Student Association (FUSA)

Education record