Jacqueline Trezza

Jacqueline Trezza

Vice President of Operations

As Vice President of Operations, Jacqueline oversees all operational processes for the firm, including Advisory Operations, Broker Dealer Operations, Compensation, and Client Services. Prior to joining Vicus Capital, Jacqueline worked as an Associate Project Manager at JPMorgan’s Operational Headquarters in Newark, DE, where she orchestrated complex projects related to improving business efficiency and ensuring compliance with federal regulations. She also served as Operations Manager for the Equity Guidelines Team, streamlining operational processes and collaborating with senior portfolio managers to interpret and enforce mandates for institutional clients.

Jacqueline’s positive contributions to the financial services industry include proactively addressing the impact of an SEC mandate for T+2 settlement in Q3 2017, facilitating system migrations to restructure operational workflows, and onboarding automated solutions to better serve business needs.