Jacqueline Patterson

Jacqueline Patterson Email and Phone Number

Sr Investment Associate l Former D1 Student Athlete I Stay curious @ NEPC, LLC
boston, massachusetts, united states
Jacqueline Patterson's Location
San Diego, California, United States, United States
Jacqueline Patterson's Contact Details

Jacqueline Patterson work email

Jacqueline Patterson personal email

About Jacqueline Patterson

As a product of a military family and a background in athletics, I've cultivated resilience and a proactive approach to life's challenges. My experiences have instilled in me a profound drive and an insatiable eagerness to learn and adapt, whether I'm navigating the complexities of international travel or spearheading projects in dynamic team settings. There's always an opportunity to grow, and I embrace each new learning experience with enthusiasm.Currently, I am an Analyst on the Research Team at NEPC, where I delve deep into geopolitics, domestic issues, and market trends. My role involves rigorous quantitative and qualitative analyses to evaluate the competitiveness of investment managers within their respective fields. This critical evaluation supports our consultants and clients by providing a carefully curated selection of managers, ensuring optimal pairing based on investment philosophies and strategies.Outside the office, I'm passionate about baking, running, and being a dog mom. I am also actively involved in organizing and participating in community events, ranging from volunteer initiatives to gatherings that foster sharing of ideas and interests.Favorite quote: "Be comfortable being uncomfortable" – Unknown

Jacqueline Patterson's Current Company Details
NEPC, LLC

Nepc, Llc

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Sr Investment Associate l Former D1 Student Athlete I Stay curious
boston, massachusetts, united states
Website:
nepc.com
Employees:
444
Jacqueline Patterson Work Experience Details
  • Nepc, Llc
    Sr. Investment Associate
    Nepc, Llc Jan 2023 - Present
    Boston, Massachusetts, United States
    - Created a streamlined process system for the company, updating and consolidating information into a centralized platform, significantly enhancing accessibility and usability.- Spearheaded project management responsibilities for the team’s vetting analysis, ensuring timely completion of materials. Proactively intervened as necessary, optimizing team efficiency and workflow.- Utilized forward looking analysis to assess client risk and return using spending analysis, asset allocation, enterprise risk management tools and market trends and compiling results into concise actionable documents. Enhancing their understanding of investment strategies and fostering informed decision-making- Cultivated robust client relationships, resulting in increased client satisfaction, loyalty, and a deeper understanding of client needs, leading to enhanced service delivery.
  • Beta Gamma Sigma
    Beta Gamma Sigma Lifetime Member
    Beta Gamma Sigma Mar 2023 - Present
    Invited into Beta Gamma Sigma The International Business Honor Society. This award recognizes the top student of their class from Business Institutions accredited by AACSB International.
  • Nepc, Llc
    Diverse Manager Committee Intern
    Nepc, Llc Jun 2022 - Aug 2022
    - Assisted in Launching an industry wide council with the data driven goal of increasing diversity within investment consulting- Generated and designed a spreadsheet of over 300 contacts to streamline the research process- Analyzed numerical trends and data within asset management and developed a process for solutions found- Engaged with asset managers, researchers, and consultants on a daily basis to gain a better grasp of current events and its impact on the markets
  • Bank Of America
    Financial Advisor / Relationship Manager
    Bank Of America Jun 2020 - May 2021
    San Diego, California
    - Delivered personalized financial recommendations, enhancing clients' financial well-being across different account sizes. The attainment of the SIE certification demonstrated a commitment to continuous learning, boosting credibility and expertise in the financial domain.- Facilitated efficient and secure transactions, enabling clients to meet their financial goals with confidence. - Cultivated strong and enduring client relationships, enhancing overall satisfaction and loyalty. The strategic use of interpersonal skills resulted in increased client engagement, leading to a more robust and loyal client base.
  • Uc Berkeley College Of Letters & Science
    Student Athlete
    Uc Berkeley College Of Letters & Science Aug 2016 - Jan 2020
    -Guided the new runners on the team to help them feel included and showed initiative by leading them through the transition to college-Utilized my time management skills by dedicating 25 hrs/wk to athletics preparation while carrying a full course load -Demonstrated ability to learn quickly in fast-paced environments by being a member of the 4x100m relay, the fifth fastest in school history

Jacqueline Patterson Skills

Cpa Accounting

Jacqueline Patterson Education Details

Frequently Asked Questions about Jacqueline Patterson

What company does Jacqueline Patterson work for?

Jacqueline Patterson works for Nepc, Llc

What is Jacqueline Patterson's role at the current company?

Jacqueline Patterson's current role is Sr Investment Associate l Former D1 Student Athlete I Stay curious.

What is Jacqueline Patterson's email address?

Jacqueline Patterson's email address is jp****@****lly.com

What schools did Jacqueline Patterson attend?

Jacqueline Patterson attended Pepperdine Graziadio Business School, Whu – Otto Beisheim School Of Management, University Of California, Berkeley, Haas School Of Business, University Of California, Berkeley.

What skills is Jacqueline Patterson known for?

Jacqueline Patterson has skills like Cpa, Accounting.

Who are Jacqueline Patterson's colleagues?

Jacqueline Patterson's colleagues are Patricia Garcia, Aaron Chastain, Cfa, Lina Hediger, Brittney Mckeown-Walter, Alexandra Sollers, Cfa, Donna & Allan Martin, Schuylor Chatman.

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