Jacqueline Thacik, Vice President of Operations

As the Vice President of Operations, Jacqueline focuses on business analysis, systems integration, data management and project leadership for large, cross-functional projects.  She is responsible for managing all aspects of HAS (Hanlon Advisory Software), which serves three key purposes: client relationship management (CRM), portfolio management, and financial planning. She also has oversight of the IT and Portfolio & Commission Accounting departments.

Vice President of Operations

Education & Professional Credentials

  • 01

    The Ohio State University | Bachelor of Science Degree in Business Administration
  • 02

    Marist College | Master of Business Administration
  • 03

    Rutgers The State University of New Jersey | Professional Certificate in Project Management
  • 04

    Series 99 | Series 7 | Series 24
  • 05

    Project Management Professional (PMP)

Professional Experience

  • 01

    Joined Allegheny Financial Group in 2007 and held positions including IAS Business Coordinator, IAS Business Analyst, and Director of Information Management.