Jackson McCausland

Experience

• 

  McCausland Inc.

  Jun 2015 - Sept 2020

  Executive Assistant To CEO

  Wide variety of responsibilities related to commercial contracting. High-level execution of general carpentry tasks required for commercial office space, jobsite management and responsibility for subcontractors, back office operations including accounting and payroll, business ideation and repositioning analysis, and business development by cultivating relationships with high-level industry executives.

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  Vanguard

  Aug 2021 - May 2022

  Handling Asset Transfers, Rollovers, and Opening Accounts

  • Asset Transfer Specialist

    Nov 2021 - May 2022

  • Client Representative Associate

    Aug 2021 - Dec 2021
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  Agility Outsourced Chief Investment Officer

  Jun 2022 - Jan 2023

  Accounting and Operations Analyst

  Part of the accounting and operations team for 30+ clients and $14B in AUM. Handled daily operations for half of the clients. This included sending wires daily to pay capital calls for our VC and private investment managers, daily correspondence with clients and investment managers, settling equity and futures trades, operating our trading software to ensure accuracy of trades and documenting all activity on the accounts. Other responsibilities included accounting analysis monthly on client accounts and balances, tracing down rogue transactions, consolidating tax documents for client, providing documentation for investor KYC requirements for each client, and many other tasks related to the daily operations of high net worth institutional clients. Show less

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  Pacer ETFs

  Jan 2023 - now

  Managing Director