Jaclyn Craig Email and Phone Number

Four Oak Financial is an affiliate of Northwestern Mutual and a boutique, highly specialized, wealth advisory firm aimed to help our clients live their lives differently.

*Brought in to lead end-to-end project management on multi-million dollar accounts, overseeing solution implementation from concept to delivery.* Increased speed to market on implementing solutions by an average of ~20%.* Boosted customer success rates through the development of flexible and adaptable solutions tailored to diverse client needs.* Executed complex solution implementations within aggressive timelines, consistently meeting or exceeding project… Show more *Brought in to lead end-to-end project management on multi-million dollar accounts, overseeing solution implementation from concept to delivery.* Increased speed to market on implementing solutions by an average of ~20%.* Boosted customer success rates through the development of flexible and adaptable solutions tailored to diverse client needs.* Executed complex solution implementations within aggressive timelines, consistently meeting or exceeding project deadlines.* Assisted sales in facilitating a solution's development lifecycle; Tracked and oversaw all major aspects of client project plans.* Partnered with key stakeholder to identify business requirements involving design specifications for analytical, technical, legal and compliance reviews.* Engaged customers in identifying product solutions, specification requirements and implementation timelines.* Acted as liaison between customer and internal business units to ensure cross-functional collaboration throughout project lifecycle.* Collaborated with project teams to ensure timely and successful execution of client solutions.* Served as liaison between external and internal cross functional teams to ensure collaboration and alignment to meet customer expectations.* Initiated engagement across all business units to identify and track a solutions roadmap to enhance overall speed to market.* Created and managed project plans tracking tasks, resources, dependencies, and timelines across all cross functional teams. Show less

* Established strong relationships with key accounts to understand promotional campaign needs.* Worked with both sales and client to identify new opportunities.* Provided high level of service by acting as liaison between sales, production, and client.* Delivered increased speed to market by bridging the gap between sales, production, and clients.* Ensured both new and existing customers were compliant with legal department and FCRA.