With over 20 years of experience, Jaclyn specializes in financial and compliance audits across the financial services sector. She primarily serves financial institutions ranging from community banks to billion-dollar institutions and SEC-registered entities. She also leads engagements for mortgage lenders, broker-dealers, and investment funds.

Jaclyn’s specialized industry expertise includes HUD compliance, assistance with IPO and mutual-to-stock conversions, and compliance with Section 404 of the Sarbanes-Oxley Act and Federal Deposit Insurance Corporation Improvement Act (FDICIA) requirements.

She has extensive experience in internal audits, accounting and business consulting, and internal control assessments. Jaclyn has led internal audit teams across areas such as credit administration, deposit operations, treasury management, lending, BSA/AML, and IT general controls.

In addition to her banking expertise, Jaclyn provides end-to-end audit leadership and services for the nonprofit sector. She leads engagements for schools, professional associations, and charitable foundations, bringing deep experience in evaluating complex investment portfolios and large endowments.