Patrick Jackson
Operations Administrator

Patrick Jackson

Operations Administrator

As Operations Administrator, Patrick Jackson assists the Central Administration department in all aspects of account administration, including opening accounts, transferring assets, processing distributions, implementing investment strategies, and billing. He performs these functions at both the MCWS headquarters in Wheeling, WV, and also from the Pittsburgh office in Wexford, PA. 

After earning a business finance degree from Mercyhurst University, Patrick spent nearly five years at Bank of New York Mellon, where he first served as Accounting Analyst, then was elevated to Senior Accounting Analyst, and was finally promoted as Accounting Team Lead. During this span, Patrick was responsible for maintaining accounting records related to a specific group of mutual fund, separate account, comingled trust and/or limited partnership entities. He performed middle office functions like custodian bank reconciliations analysis, daily portfolio valuation processes, account and security level pricing, and net asset valuation calculations. He was also responsible for performing monthly accounting close processes, cash projection reports, cash management support, and month-end statement workflow and validation.

Patrick is a sports enthusiast; he enjoys golf and skiing, and currently plays in a Pittsburgh recreational hockey league. Like so many other McKinley Carterites, Patrick is an avid fan of the Pittsburgh sports teams. 

Community Involvement

Pittsburgh Botanic Garden (Boys and Girls Club)

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