Cfp® Cdfa® Jacqueline Runnberg

Jacqueline Runnberg, CFP® CDFA®, has extensive experience in the financial industry. Jacqueline started their career in 1988 at the First National Bank of Mount Prospect, where they served as a Financial Advisor. In this role, they advised clients on a range of financial services and investment vehicles, developed strategic alliances to promote wealth management services, and worked with both individual and business clients to develop investment management strategies.

In 2004, Jacqueline joined BMO Harris Bank as a Financial Advisor. Jacqueline'sresponsibilities included building relationships with individual and business clients, driving business through collaborative team partnerships, and creating and executing short and long-term financial strategies.

In 2007, they advanced to the position of Vice President/Wealth Specialist at BMO Harris Private Bank. In this role, Jacqueline was accountable for new business development in the private banking services sector. Jacqueline focused on identifying and managing lead generation, referrals, and sales of various wealth management services, including investment management, estate planning, trust administration, and financial planning.

Jacqueline's career continued to progress, and in 2012 they joined Old Second National Bank as Senior Vice President/Managing Director. In this role, they were responsible for new business development, relationship management, training, marketing, and sales strategy. Additionally, they served as a trusted advisor and CFP® to affluent individuals, families, and business owners. Jacqueline utilized an integrated team approach to provide customized wealth management solutions, including investment management, financial planning, trust administration, estate planning, wealth transfer, charitable giving strategies, and employee benefit plans.

Jacqueline Runnberg, CFP® CDFA®, has a comprehensive education history that includes obtaining various certifications and degrees. Jacqueline attended Michigan State University from an unknown start date until 1987, where they earned a Bachelor of Arts (B.A.) degree in Communications. Later, they enrolled in the Certified Financial Planning Education Program at DePaul University, completing the program in 2007. Additionally, Jacqueline holds two certifications: they became a CERTIFIED FINANCIAL PLANNER™ Professional in March 2014 through the CFP Board, and obtained the Certified Divorce Financial Analyst (CDFA) certification in December 2022 from the Institute for Divorce Financial Analysts™. These qualifications contribute to their expertise and knowledge in the field of financial planning and divorce financial analysis.