Jacqueline Ferdowsi

Vice President, Partnership Development

Monterey, CA

Department: Partnership Development

Experience: Nearly a Decade in Wealth Management and Real Estate

Education: Pursuing MBA at Pepperdine Graziadio Business School

Jacqueline is the Vice President of Partnership Development at Modern Wealth. Working with partner opportunities, she helps facilitate goals of business confidence, freedom, and time to live a better life. Her deep passion for the industry fuels her dedication to establishing and enhancing partnerships while ensuring smooth business relations.

Joining Modern Wealth in June 2024, Jacqueline brings a distinguished track record in advancing scalability, expanding corporate reach, and capital raising through the establishment and optimization of strategic partnerships. Her efforts in expanding lead-generating networks both nationally and internationally have contributed to a near 9x increase in managed assets. Previously, Jacqueline led the corporate development team at a $3 billion+ RIA, where she evaluated M&A opportunities and integration on strategic initiatives while guiding high-performing teams.

Outside of her professional pursuits, Jacqueline remains active in real estate and enjoys traveling, exploring new dining experiences, and spending quality time with her family. She is also committed to supporting charitable organizations, including the National Breast Cancer Coalition, Boys & Girls Club, and the Los Angeles Regional Food Bank.

Let’s Talk

Schedule a Conversation Today

Click below to schedule a short conversation with our Concierge Desk.

They will work with you to understand your needs and coordinate with the right advisor for your situation.

 Schedule a Meeting

Already a client? Click here to contact us.