Jacqueline Arenas joined Forum Financial Management in 2015. She currently serves as Director of Client Services in the Client Services group at the Lombard office. Prior to joining Forum, Jackie was a relationship manager at Fidelity Investments and a stockbroker at Scottrade. With more than eight years of experience working in financial services, she enjoys serving clients from the service and operations side of the relationship, including ensuring that clients experience a pleasant and seamless onboarding process.
Jackie earned a master’s degree in business administration and a bachelor’s degree in economics from Lewis University in Romeoville, Illinois.