Jacqie Thompson, AAMS®
Investment Operations Manager
Jacqie joined Mallard in January 2010. Since that time, she acquired the Accredited Asset Management Specialist™ (AAMS®) designation, which aided in her advancement from part-time bookkeeper to full-time Investment Operations Manager. Her time is spent preparing clients’ monthly and quarterly reports, overseeing clients’ trades, monitoring Mallard’s portfolio management software, designing workflows for the department, and supporting Mallard’s business development and growth.
In May 2018, Jacqie graduated from Harvard University with a Bachelor of Liberal Arts cum laude in Extension Studies, with a focus on Economics. Prior to her online studies through Harvard University Extension School, she completed two Associate’s degrees at Delaware Technical Community College Terry Campus in Accounting (May 2015) and in General Business (December 2015).
Jacqie lives in Newark with her husband, Michael. In her spare time, she enjoys crafting, cooking, reading, and hosting small board game nights for friends and family.