Traci Jackson

Traci Jackson possesses extensive experience in client services and operations within the financial sector. Currently serving as a Transfer Associate at The Entrust Group since June 2016, Traci manages client transfer requests and ensures timely processing of funds. Prior roles include Client Services Representative at The Entrust Group, Senior Client Associate at Wells Fargo Advisors, and Account Manager at Wells Fargo Bank, where responsibilities ranged from client communication and service request processing to payroll management and complex inquiry resolution. Traci's earlier career at Wetherby Asset Management and Bank of America involved reconciliation, financial monitoring, and operational analysis, showcasing a strong analytical skill set. Traci holds a diploma from Pittsburg High School and attended Los Medanos College from 1988 to 1990.