Jaclyn Mitleider

Jaclyn Mitleider has over a decade of work experience, starting as an Analyst at Morgan Stanley in 2008. In 2010, they worked as an Analyst and then as an Associate till 2015. Jaclyn then worked as a Vice President at Morgan Stanley from 2014 to 2017, where they leveraged their business acumen in managing processes and procedures successfully and provided strategic guidance to optimize resources and navigate market uncertainties. After Morgan Stanley, they became a Strategy Consultant at Ralston Finance Partners from 2017 to 2019, focusing on building and scaling flexible finance functions for startups and growing businesses. From 2019 to 2023, they worked as an Organisational Transformation Consultant at Deloitte, where they applied their expertise in digital business transformation and behavioural science to create personalized change experiences for clients. Recently, in 2023, they became the Director of Operations and Strategy at Steady Technologies, Inc., leading their suite of tailored financial and insurance products for property managers and owners of single-family rental homes.

Jaclyn Mitleider obtained a Bachelor of Science (B.S.) in Organizational Leadership from Purdue University in 2008. During the same period, they pursued a Bachelor of Science (BS) in International Business at The Hong Kong Polytechnic University, which ended in 2008. In May 2011, Jaclyn obtained the Series 7 certification from FINRA, and in May 2011, they obtained the Series 63 certification from the same institution. In December 2018, they became a certified Energy Leadership Index Practitioner through iPEC Coaching, and in the same year, they earned a certification as a Certified Professional Coach from this institution as well.