Mallory Jackson, Cfp® Email & Phone Number

Knoxville, Tn, Us

Knoxville, Tennessee

I am currently employed as the Senior Intern at SageView Advisory group. I worked full-time during May, June, and July. I am continuing my position part time as I finish out my Senior Year. Since my Junior Intern position, I have gained greater responsibilities and duties. I am responsible for maintaining client data on multiple CRM's, handling client servicing, and creating/editing client education materials. I have had the privilege to over-see some of our Advisors give presentations, lead board meetings, and review with our private wealth clients. This experience has exposed me to many different areas of the Financial Industry and I am excited to continue my career focusing on client relationships and Financial Planning and Advising.

Knoxville, Tennessee Area

During my Junior Intern position with SageView Advisory Group, I was granted the task of creating, editing, and maintaining a master account spreadsheet. This spreadsheet allows Advisor's to access all client information about their accounts in one place. My duties also included collaborating with our operations team and helping them in any way they needed. That could include client servicing, processing paperwork, or editing presentations. I was asked to continue this position through the summer, leading to my Senior Intern position currently.