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Jonathan P. Wackerly

Jonathan P. Wackerly

Director of Operations

Jonathan is responsible for overseeing Financial Directions Health and Welfare and Operations Department. He has over 19 years of experience in the financial services industry and 12 years experience managing and directing operations teams handling high volume and time sensitive transactions. He has extensive experience with client and project management in 401(k) and pension plans. Jonathan graduated from the University of Cincinnati with a Bachelor of Science in Marketing and Management. He is a North Carolina Licensed Life & Health Agent and was previously employed by one of the largest mutual fund companies in the industry.