Director of Client Relations
Jackie has been with Kluge Financial Group since February 2012 and has a strong background in customer service with over 25 years in the financial services industry. Her primary role is to maintain relations with our wealth management clients and work on strengthening the client experience. She acts as a liaison to fund managers, custodians, and our broker-dealer, and oversees daily staff activities.
She earned her BA in Mathematics from Binghamton University, The State University of New York. Her prior work experience includes positions at Citigroup, Smith Barney, Travelers Group and Dun & Bradstreet.
Jackie lives in Pleasantville, New York, with her husband Rob and has two grown sons. She enjoys exercising, hiking, reading, and dining at good restaurants. Spending time with her family is her top priority. She is an active volunteer in a variety of local organizations.