Jackie Sherman (She/Her) Email & Phone Number

Fort Washington, Pa

· Create, format, proofread, and review state-compliant contracts and related documentation for the purchase of life insurance policies in the secondary market · Coordinate, prioritize, and manage a personal caseload of life settlement contracts across a range of state jurisdictions and individual circumstances to ensure prompt turnaround from case acceptance to escrow · Review and analyze a variety of legal documents including trusts, wills, divorce paperwork, and corporate documents · Maintain and update clear case records in our proprietary case management and contract tracking databases · Collaborate across departments to obtain accurate, relevant, and time-sensitive information, including outreach to insurance carriers, individual policy owners, and insureds

Newtown Square, Pa

· Serve as primary point of contact to investors regarding their investments and access to communications, and acted as liaison between investors, deal team, investor relations, and company CEO · Collaborate with Investor Relations team to organize large-scale events including the annual investor's meeting, company-wide community service day, economic updates, and other team-wide events · Create logos, banners, presentation materials, and roadshow displays to advertise portfolio companies · Produce HTML-based press releases, investment overviews, and LP notices, among other investor communications, and coordinate distribution to investors to keep them appraised of investment activities · Manage updates for the company website and YouTube account, as well as various other online entities owned by the CEO

Newtown Square, Pa

· Sorted potential incoming deals for those matching our investment criteria on behalf of deal team · Compiled information for incoming deals and facilitated the sourcing / diligence process · Provided support for sourcing team through implementation and tracking of Salesforce records · Handled logistics, catering, agendas, and travel arrangements for meetings and event planning for senior-level managing principals · Maintained filing and archiving systems for SEC compliance

Newtown Square, Pa

· Create logos, banners, and graphics to advertise for various events included in the year-long, international tour · Maintain websites of various related entities, process membership submissions and visa invitation requests, and provide member support · Assist in the planning, logistics, and execution of all events, including registration, vendor management, and logistical execution, including coordination of international multi-day competition at the season close

Elkins Park, Pa

· Collaborate with professors to craft individual testing for students that will most efficiently and effectively assess their retention of group lab sessions, and coordinate hiring of up to 10 paid actors per lab session · Train medical students in bedside manner, taking medical history, and delivering diagnoses to patients

King Of Prussia, Pa

Greater Philadelphia Area, Maryland, Dc, Virginia

· Streamlined, developed, and maintained employee protocol and best practices (improving payroll process by creating digital forms and timecards, implementing standardized presentation system used by 150+ employees), and cultivated positive relations between field employees, home office, and store management.· Coordinated product shipments for 4 local markets, saving an average of $4,500 per week regionally in shipping costs· Successfully organized and hosted both individual and group interviews and information sessions for prospective employees, and facilitated out-of-town training opportunities for new hires nationwide

Greater Philadelphia Area, Maryland, Dc, Virginia

· Coordinated hiring and logistics (scheduling, out-of-town travel, product shipments) for a team of 20+ employees across 5 states · Facilitated effective team building through meetings and group outings, and offered conflict resolution and discipline, resulting in a 40% increase in personnel during tenure · Supported 100+ employees via phone calls through national company assistance hotline

Greater Philadelphia Area

· Memorized and performed scripts, setups, and demonstrations for 10 different cooking and cleaning products, personally selling an average of $20,000 in merchandise per month · Represented the company in 12 store contracts without direct interaction or supervision from management

Willow Grove, Pa

· Offered advice and decision-making assistance in 3 different departments within the store · Resolved customer questions and complaints quickly and professionally while performing store transfers, bill payments, and setup of layaway and delivery options, earning the “Best of Blue” award

Glenside, Pa

· Scheduled campus tours for prospective students and campus staff, including the University President · Coordinated and hosted information sessions to answer questions about the University and the arts department