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Jacquelyn George Email & Phone Number
Senior Investment Analyst
at
Canterbury Consulting
1 work email found
@fullerton.edu
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Senior Investment Analyst
Location
Long Beach, California, United States
Company size
Who is Jacquelyn George? Overview
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Quick answer
Jacquelyn George is listed as Senior Investment Analyst at Canterbury Consulting, a with 75 employees, based in Long Beach, California, United States. AeroLeads shows a work email signal at fullerton.edu and a matched LinkedIn profile for Jacquelyn George.
Jacquelyn George previously worked as Investment Analyst at Canterbury Consulting and Investment Analyst Intern at Canterbury Consulting. Jacquelyn George studied at California State University, Fullerton.
Company email context
Email format at Canterbury Consulting
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{first_initial}{last}@fullerton.edu
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AeroLeads found 1 current-domain work email signal for Jacquelyn George. Compare company email patterns before reaching out.
Profile bio
About Jacquelyn George
👋🏽 Hi, my name is Jacquelyn🎓 Soon to be graduate with a Bachelor's of Art in Business Administration, Finance. (May 2023)🌇 Sonoma County Native, with the desire to help you grow wealth so that you can live the life of your dreams.📚 Recently I have been working in the service/hospitality industry which has taught me a lot about hard work and patience. Working at a restaurant has taught me that even on days where I am not in the mood, I still need show up and take care of my guests because if they are not happy, then I do not make money. I have learned how to balance multiple tables that are at different stages of their dining experience to make sure that everything comes out at the correct time. While balancing at work duties, I have also learned how to balance school, work and other life activities. 💻 As for my future, I plan to work in a financial institution that is willing to offer a mentorship so that I can learn the skills needed to thrive. Having this mentorship will give me the tools not only help clients with their goals, but also allows me to help my team as well. 🏔 In my free time, you can find me admiring sunsets, walking on beaches or trying tasty foods. 💪🏽 Work ethic, curious, dedicated, outgoing, listener
Current workplace
Jacquelyn George's current company
Company context helps verify the profile and gives searchers a useful next step.
Canterbury Consulting
9 roles
Jacquelyn George work experience
A career timeline built from the work history available for this profile.
Investment Analyst
Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA.Canterbury provides consulting services to tax-exempt organizations, including communityfoundations, educational endowments, religious organizations, arts and cultural foundations andhealth care organizations, as well as individuals and family offices. Founded in 1988, the firmdesigns and manages custom investment programs aligned with each client’s goals. Canterburyacts as the investment office for its diverse clients and provides objective investment advice, assetallocation, manager selection, risk management, implementation, and performancemeasurement.Named as one of the Best Places to Work by the Orange County Business Journal in 2023, 2022,2021, 2020, and 2015. Canterbury Consulting was also recognized in the nationwide survey byPensions and Investments magazine as one of the Best Places to Work in Money Management in2022, 2021 and 2020. Learn more about Canterbury at www.canterburyconsulting.com.
Investment Analyst Intern
Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA.Canterbury provides consulting services to tax-exempt organizations, including communityfoundations, educational endowments, religious organizations, arts and cultural foundations andhealth care organizations, as well as individuals and family offices. Founded in 1988, the firmdesigns and manages custom investment programs aligned with each client’s goals. Canterburyacts as the investment office for its diverse clients and provides objective investment advice, assetallocation, manager selection, risk management, implementation, and performancemeasurement.Named as one of the Best Places to Work by the Orange County Business Journal in 2023, 2022,2021, 2020, and 2015. Canterbury Consulting was also recognized in the nationwide survey byPensions and Investments magazine as one of the Best Places to Work in Money Management in2022, 2021 and 2020. Learn more about Canterbury at www.canterburyconsulting.com.
Portfolio Manager
Jan 2023 - May 2023
Investment Analyst
Cover the industrials, materials and energy sector while researching to add or remove positions from the $3.5m portfolio.
May 2022 - May 2023
Cfa Research Competition - America'S Champion
Target company: Chipotle Mexican Grill (ticker: CMG). Team placed first in the Local round of Competition in the CFA Society of Los Angeles and was the only team to advance to the subregional round.
Oct 2022 - Apr 2023
Food Server
The 908
Jan 2020 - Aug 2022
Vice President Of Alumni Relations
Maintained and developed relations between collegiate and alumni brothers by sending out monthly newsletters, hosting coffee chats in person and virtual, and posting regularly on alumni Facebook page. Hosted a successful alumni appreciation bbq that brough together about 15 members.
Jan 2022 - May 2022
Accounting Assistant
Clearwater Management Services
While working during the summer I learned skills such as reconciling various bank accounts on QuickBooks, processing payroll on Paychex, and sitting in on day to day business meetings.
Jun 2021 - Aug 2021
Team & coworkers
Colleagues at Canterbury Consulting
Other employees you can reach at canterburyconsulting.com. View company contacts for 75 employees →
CE
Christian Escalante
Colleague at Canterbury ConsultingHuntington Beach, California, United States
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ES
Emmett Shiras, Cfa, Caia
Colleague at Canterbury ConsultingOrange County, California, United States
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RR
Rebecca Rinehart
Colleague at Canterbury ConsultingOrange County, California, United States
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JM
Jenifer Moore
Colleague at Canterbury ConsultingIrvine, California, United States
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PP
Poorvi Parekh
Colleague at Canterbury ConsultingLos Angeles Metropolitan Area, United States
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KT
Kristina Tate
Colleague at Canterbury ConsultingHuntington Beach, California, United States
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KF
Karla F.
Colleague at Canterbury ConsultingAustin, Texas, United States
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WR
Walter R. Brugman Iii
Colleague at Canterbury ConsultingDuarte, California, United States
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TT
Tiffany Tseng
Colleague at Canterbury ConsultingNewport Beach, California, United States
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KS
Katie Sullivan
Colleague at Canterbury ConsultingOrange County, California, United States
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Christian Escalante
Colleague at Canterbury ConsultingHuntington Beach, California, United States
View →
ES
Emmett Shiras, Cfa, Caia
Colleague at Canterbury ConsultingOrange County, California, United States
View →
RR
Rebecca Rinehart
Colleague at Canterbury ConsultingOrange County, California, United States
View →
JM
Jenifer Moore
Colleague at Canterbury ConsultingIrvine, California, United States
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PP
Poorvi Parekh
Colleague at Canterbury ConsultingLos Angeles Metropolitan Area, United States
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KT
Kristina Tate
Colleague at Canterbury ConsultingHuntington Beach, California, United States
View →
KF
Karla F.
Colleague at Canterbury ConsultingAustin, Texas, United States
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WR
Walter R. Brugman Iii
Colleague at Canterbury ConsultingDuarte, California, United States
View →
TT
Tiffany Tseng
Colleague at Canterbury ConsultingNewport Beach, California, United States
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KS
Katie Sullivan
Colleague at Canterbury ConsultingOrange County, California, United States
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2 education records
Jacquelyn George education
Education record
Associate Of Science For Transfer, Business Administration And Management, General
FAQ
Frequently asked questions about Jacquelyn George
Quick answers generated from the profile data available on this page.
What company does Jacquelyn George work for?
Jacquelyn George works for Canterbury Consulting.
What is Jacquelyn George's role at Canterbury Consulting?
Jacquelyn George is listed as Senior Investment Analyst at Canterbury Consulting.
What is Jacquelyn George's email address?
AeroLeads has found 1 work email signal at @fullerton.edu for Jacquelyn George at Canterbury Consulting.
Where is Jacquelyn George based?
Jacquelyn George is based in Long Beach, California, United States while working with Canterbury Consulting.
What companies has Jacquelyn George worked for?
Jacquelyn George has worked for Canterbury Consulting, Titan Capital Management, Cfa Institute, The 908, and Delta Sigma Pi - Lambda Sigma Chapter.
Who are Jacquelyn George's colleagues at Canterbury Consulting?
Jacquelyn George's colleagues at Canterbury Consulting include Christian Escalante, Emmett Shiras, Cfa, Caia, Rebecca Rinehart, Jenifer Moore, and Poorvi Parekh.
How can I contact Jacquelyn George?
You can use AeroLeads to view verified contact signals for Jacquelyn George at Canterbury Consulting, including work email, phone, and LinkedIn data when available.
What schools did Jacquelyn George attend?
Jacquelyn George studied at California State University, Fullerton.
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