Jaclyn Ellison

Jaclyn Ellison Email and Phone Number

VP of Operations at Presilium Private Wealth @ Presilium Private Wealth
Jaclyn Ellison's Location
Wayne, Pennsylvania, United States, United States
About Jaclyn Ellison

Before joining Presilium Private Wealth at its launch in 2022, Jackie spent her career embedded in the financial industry, with nearly 15 years of experience in investment operations and managing client relationships at Merrill Lynch. Her passion is to cultivate and maintain a positive and comfortable environment with our clients and their families through transparency and open communication.Jackie’s focus at Presilium is to implement unified operational strategies that benefit clients and their long term financial goals. Jackie earned a bachelor’s degree from Union College in Schenectady, NY. Jackie is an avid runner, loves stand up comedy, hockey, and baking. She lives in Moorestown, NJ with her husband, Robert, and their two daughters, Helen and Gloria.

Jaclyn Ellison's Current Company Details
Presilium Private Wealth

Presilium Private Wealth

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VP of Operations at Presilium Private Wealth
Jaclyn Ellison Work Experience Details
  • Presilium Private Wealth
    Vp Of Operations
    Presilium Private Wealth Apr 2022 - Present
    Philadelphia, Pennsylvania, United States
    With our financial insight and industry experience, we create comprehensive plans that can navigate ever-changing markets, life events, and goals. Our demeanor and balanced approach to decision-making gives our clients confidence in their financial well-being. Presilium Private Wealth is an independent registered investment adviser, providing successful people with calming, simplifying solutions backed by detailed financial plans. We help clients take a holistic view of their current situation in order to build a path to the financial future they aspire to.
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  • Merrill Lynch
    Client Relationship Associate
    Merrill Lynch Oct 2010 - Apr 2022
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  • Bank Of America
    Sales Assistant
    Bank Of America Sep 2007 - Oct 2010
    View

Jaclyn Ellison Education Details

Frequently Asked Questions about Jaclyn Ellison

What company does Jaclyn Ellison work for?

Jaclyn Ellison works for Presilium Private Wealth

What is Jaclyn Ellison's role at the current company?

Jaclyn Ellison's current role is VP of Operations at Presilium Private Wealth.

What schools did Jaclyn Ellison attend?

Jaclyn Ellison attended Union College, Oxford University.

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