Jacqueline Patterson Email & Phone Number

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.

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.

- 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

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.

-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

Ms Global Business

Master Of Science - Ms

Base Program

Bachelor’S Degree