Assistant Vice President
Jocelyn works in our compliance group whose primary responsibilities include the day to day management of our clients’ compliance programs. Her duties include the coordination of annual reviews, compliance testing, administering of policies and procedures, assisting in SEC exams, client onsite visits, the management of client communications and maintaining the compliance calendar.
Jocelyn is a seasoned professional with over 20 years of experience in accounting, auditing and compliance. Jocelyn’s employment history includes working for TC Partners, LLC, where she served as the compliance officer and controller, and for Bluefin Investment Management as controller and assistant to the chief compliance officer. She also served as an accounting manager at AvalonBay Communities, an internal audit senior at Gannett Company, Inc. and an audit associate at BDO Seidman.
Jocelyn earned a B.S. in Commerce with a concentration in Accounting from the University of Virginia. She is also a Certified Public Accountant (VA).
During her time away from CCS, Jocelyn enjoys spending time with her husband, two children and rescue dog. She enjoys playing the piano and various fitness activities. She is a member of the 4th of July Parade Committee in Rosemont, PA and is a co-captain of a dragon boat team.