Jacqueline Scali has over five years of experience in the financial services industry. As a Client Account Manager, Jacque uses her experience to generate and coordinate Burnham Gibson client deliverables including investment and plan reviews. Jacque is proactive in managing clients inquiries and helps troubleshoot administrative issues that arise with her retirement plan clients.
Prior to joining Burnham Gibson, Jacque was a retirement plan service specialist for American Funds Distributors, Inc. where she was part of a team responsible for growing relationships with financial advisors, third party administrators and plan sponsors; and successfully retained and grew market share year over year.
Jacque earned her Bachelor of Science in business administration/finance from the University of Arizona in Tucson, Arizona. In her spare time, she loves traveling, hiking, and spending time with family and friends. She resides in Newport Beach, California.
CA Insurance Lic. #0I74323