Jaclyn has been with Wooster Corthell since 2018; having graduated from Central Connecticut State University in 2010 with a B.A. in History. It is this background that drove her to pursue working in Compliance. She earned her Financial Paraplanner Qualified Professional FPQPTM (FPQPTM) designation in 2019. She later went on to earn her Investment Advisor Certified Compliance Professional® (IACCP®) designation in 2022 after passing a rigorous exam and completing two years of compliance work experience.
Jaclyn diligently works daily on compliance tasks, monitoring activity, and staying up to date with the latest regulatory changes while ensuring our employees are trained in new policies and procedures. Ultimately, her passion for compliance is driven by Wooster Corthell’s mission to always do their best for their clients.
Outside of the office Jaclyn enjoys spending time with her husband and two young children. She enjoys cooking, baking, and spending time by the water.