Jackie Lyons
Marketing Compliance, Risk Management, Compliance Management
- Role
- Consultant at ACA Group
- Location
- Beaverton, OR, US
- LinkedIn followers
- 500 followers
About Jackie Lyons
With proficiency in compliance management, my focus remains steadfast on policy guidance and the meticulous analysis of marketing activities. Thanks to a collaborative approach, we contribute to the protection of our firm\'s reputation and the upholding of industry standards, embodying the values of diligence and excellence in the field of compliance.
Experience
Consultant
Oct 2025 — Present · US
Education
University of Phoenix
BS, Marketing, Marketing/Marketing Management, General
1999 — 2004
Skills
- Iras
- Life Insurance
- Fiduciary
- Finance
- Investments
- Financial Services
- Compliance Management
- Strategic Planning
- Bonds
- Fixed Income
- Policy
- Securities
- Investment Strategies
- Alternative Investments
- Financial Advisory
- Uniform Combined State Law
- Fixed Annuities
- Regulatory Compliance
- Series 7
- Finra
- Asset Allocation
- Mutual Funds
- Risk Management
- Webcrd
- Internal Audit
- Financial Analysis
- Microsoft Excel
- Etfs
- Social Media
- Insurance
- Series 24
- Marketing Compliance
- Microsoft Powerpoint
- Asset Management
- Customer Retention
- Microsoft Access
- Microsoft Word
- Team Leadership
- Portfolio Management
- Customer Experience
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