Jacqueline Santana

IMG_5734.JPG

Jacqueline has been in the banking and financial industry for close to 20 years. She began her career at JP Morgan Chase as an Account Representative and within the first year was promoted to working with the Business Middle Market and Private Banking clients. Building on her customer service skills, she advanced to the International Personal Banking department where she serviced the overseas clients. In 2001 she became securities licensed while employed at Dreyfus Service Corporation as a Senior Client Specialist in the Institutional Sales department. She continued in finance, most recently at as the Director of Financial Operations at a regional broker-dealer. She has now made her home here at Magii as our Wealth Management Executive Assistant.

When Jackie is not working, she volunteers as PTA Council Treasurer and with community building initiatives. She is married with 4 children and enjoys spending time with her family and friends, reading, movies, dining out, and traveling.

Contact​

631-434-8200 x029
jsantana@magii-inc.com