Jacqueline B. is a dedicated Solutions Consultant at Addepar, specializing in wealth and asset management. With a strong background in guiding firms through pivotal projects including mergers and regulatory shifts, they deliver insightful solutions that simplify complex issues for clients. Jacqueline has passed CFA Level 2 and is currently a Level 3 candidate, reflecting a commitment to expanding their knowledge in financial services. They earned a Bachelor's degree with high honors in Philosophy and Chinese from Middlebury College, graduating summa cum laude in 2023.
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