Jacquelyn Teza

Jacquelyn Teza is a skilled CRM Manager at Dodge & Cox since January 2019, where initial rotations included a focus on fixed income reporting and corporate action processing within the Private Client Group. Prior to this role, Jacquelyn gained valuable experience as a Registered Investment Advisor Intern at Charles Schwab, enhancing finance knowledge through investment simulations and case studies. Additional experience includes participation in the AXA NEXT Externship Program, where collaboration on financial planning case studies occurred, and an externship at Dowling & Yahnke, LLC, where shadowing a portfolio manager provided insights into portfolio allocation strategies. Jacquelyn holds a Bachelor of Science in Business Administration with a focus on Economics from the University of Arizona's Eller College of Management.