Jaclyn Sanford
About Jaclyn Sanford
Jaclyn Sanford is a Customer Success Manager at Apex Fintech Solutions, where she has worked since 2023. She has held various roles within the company and has a background in finance and marketing.
Work at Apex Fintech Solutions
Jaclyn Sanford has been serving as the Customer Service Manager at Apex Fintech Solutions since 2023. In this role, she oversees customer service operations and ensures client satisfaction. Prior to her current position, she worked as a Senior Client Partner for five months, where she focused on client relationships and business development. Additionally, she held the position of Senior Operations Specialist for one year, contributing to operational efficiency and process improvements within the company.
Previous Experience in Financial Services
Before joining Apex Fintech Solutions, Jaclyn Sanford worked as a Financial Advisor at AXA Advisors, LLC from 2016 to 2017 in Fort Worth, Texas. In this capacity, she provided financial planning and investment advice to clients, helping them achieve their financial goals. This experience laid the foundation for her expertise in client management and financial services.
Education and Expertise
Jaclyn Sanford earned a Bachelor of Business Administration (BBA) in Finance from Baylor University, where she studied from 2012 to 2015. Her academic background in finance has equipped her with the knowledge and skills necessary for her roles in financial services and client management.
Background in Marketing
Jaclyn Sanford began her career as a Marketing Coordinator at Magnolia Realty, where she worked from 2015 to 2016 in the Waco, Texas area. In this role, she was responsible for developing marketing strategies and coordinating promotional activities, which provided her with valuable experience in client engagement and communication.