Jaclyn Ellison
VP of Operations at Presilium Private Wealth
- Role
- VP of Operations at Presilium Private Wealth
- Location
- Wayne, PA, US
- LinkedIn followers
- 500 followers
About Jaclyn Ellison
Before joining Presilium Private Wealth at its launch in 2022, Jackie spent her career…
Experience
VP of Operations
Apr 2022 — Present · Philadelphia, PA, US
With our financial insight and industry experience, we create comprehensive plans that can navigate ever-changing markets, life events, and goals. Our demeanor and balanced approach to decision-making gives our clients confidence in their financial well-being. Presilium Private Wealth is an independent registered investment adviser, providing successful people with calming, simplifying solutions backed by detailed financial plans. We help clients take a holistic view of their current situation in order to build a path to the financial future they aspire to.
Skills
- Investments
- Marketing
- Sales
- Microsoft Office
- Research
- Management
- Customer Service
- Public Speaking
- Social Media
- Microsoft Word
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