Jaclyn Sandler is Chief Operating Officer, a role that involves managing administration and office operations for Northeast Private Wealth Management. She is charged with human resources, employee training, ensuring a smooth operational flow and oversight of the firm's policies & procedures. She also serves as the liaison for all Professional Alliance contacts for whom she fulfills information and marketing requests about the firm.
Jackie began her career as an event planner right out of college before joining Smith Barney, where she gained broad experience through the years. She was a client service administrator, a member of the compliance review team and a member of the new employee training team. Since the day Mark Penske invited Jackie to join United Atlantic Capital in the first days of its formation, she has provided the administrative backbone for the company, a role that has grown along with the firm, resulting in additional responsibilities for staffing and supervision.