Jacqueline Healy

Jacqueline Healy has a diverse background in administration, marketing, and client reporting within the financial and investment industry. With experience at companies like Retirement Plan Advisors, Harvest Investments, LTD, and Barton Incorporated, Jacqueline has successfully managed client communications, internal reporting, marketing coordination, and team leadership roles. Jacqueline's expertise includes research, analysis, training, process improvement, and maintaining successful external relationships. Jacqueline's dedication to continuous development and improvement has been evident throughout their career.