As Vice President of Business Consulting, Jaclyn Peal works with Carson Partners to develop business growth plans, including organic and inorganic growth opportunities. Her goal is to make sure partners take advantage of the tools and resources available to them through the Carson partnership.
Prior to joining Carson, Jaclyn spent four years in relationship management at Gemini Fund Services (now Ultimus Fund Solutions) where she provided distribution consulting and business growth coaching to RIA offices that manage mutual fund and ETF products. Prior to Gemini, she worked at Securities America for seven years and held various roles in supervision, compliance surveillance, and wealth management. Jaclyn discovered her passion for the industry when she began her financial career at a Morgan Stanley branch office.
Jaclyn earned her Bachelor of Arts degrees in accounting and in business finance from Mercyhurst University in Erie, Pennsylvania. She holds her Series 7, 66, 24, 53; and Life, Accident and Health Insurance License.
A Pennsylvania native, Jaclyn currently lives in Omaha with her husband, Ryan, and two daughters, Allison and Lauren.