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Jacqueline Dewey

Jacqueline Dewey

Director, Managed Account Services

Jacqueline Dewey has over 21 years experience in the banking, investment advisory and managed account business.  Ms. Dewey’s professional background encompasses all areas of operations management, including an extensive knowledge of multiple back-office and portfolio management software platforms, client conversion/on-boarding protocols, account reconciliation, billing, performance reporting, along with trading and settlement practices.  Previously, she was an internal consultant for Lockwood Advisors, Inc. where she was responsible for operational and special projects support.  Her operational expertise was focused on streamlining in-house systems and processes to enhance functionality while building increased automation to improve productivity while reducing procedural redundancies.  Her background makes her uniquely qualified to help direct and build solutions in support of the operational demands associated with the substantial growth expected at Palladiem.

Career Highlights:

  • As an internal consultant at the Bank of New York, Ms. Dewey drew upon her operational expertise to lead a team of senior managers to develop Policies and Procedures and Written Supervisory Procedures manuals for each department housed under its Lockwood Advisors, Inc. and Managed Investments sub-departments to ensure the firm was compliant with FINRA regulatory and firm policy mandates.
  • Upon the acquisition of Lockwood Advisors by the Bank of New York, she acted as the Conversion Manager responsible for the planning and execution of the full transition of assets between major custodians, representing $5.5 billion in assets and 35,000 accounts.
  • Ms. Dewey designed and implemented a database system to provide workflow tracking and MIS reporting for the account opening, turnover, and maintenance operational functions.
  • Founding member of Lockwood Advisors, Inc. Operations team, responsible for the support and administration of the Lockwood Separately Managed Account product with assets under management growing from zero to $5 billion in under three years.  Grew and managed staff of twenty-four employees responsible for the account set-up, administration, maintenance, billing, and client support.