As a business development associate, Jackson is responsible for internally supporting the client portfolio managers in their sales efforts including identifying new investors, conducting market research, developing business outreach strategies, maintaining client relationships, and implementing and overseeing the firm’s Salesforce CRM database. He also assists with sales reporting and analyzing the team’s pipeline progression.
Jackson joined CCM from Karis Capital Partners where he supported the firm’s partners in their capital raising initiatives. He was responsible for CRM management and pipeline progression reporting. Jackson also conducted investor due diligence and created collateral materials for the sales team. Prior to Karis Capital Partners, he worked as a project consultant for Millard Capital Advisors helping with due diligence, investor prospects, and marketing materials. Jackson received his B.S. in Business Administration from the College of Charleston in Charleston, South Carolina. He holds FINRA licenses Series 7 and 63.