JH

Jacqueline Healy

Client Reporting & Proposal Manager at Retirement Plan Advisors

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.

Location

Chicago, United States

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Retirement Plan Advisors

Retirement Plan Advisors (RPA) is a federally registered investment adviser (RIA) specializing in public sector deferred compensation and defined contribution plans. We provide comprehensive plan-level and participant-level services, and stand with you as a fiduciary for all the advice we provide. You don't need more work. You need RPA. Office of Supervisory Jurisdiction: 29 E. Madison St., Suite 500, Chicago, IL 60602 • 312.701.1100. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Retirement Plan Advisors, LLC, a Federally Registered Investment Adviser. Cambridge is a partial owner of Retirement Plan Advisors, LLC.