Jessica has over 23 years of experience in the Wealth Management industry. Having previously worked for 10 years for a Financial Advisor in East Islip, NY as an Administrative Assistant. Jessica has been with SAM since 1997.
As Office Manager, Jessica is in charge of our Client Services department. Her duties include any administrative and clerical aspects, preparing detailed client paperwork, requesting illustrations, account processing, and human resources. Playing a key role in the efficiency of Client Services, Jessica assists our Advisor in maintaining all compliance and licensing issues. Proficient in various computer programming systems, Jessica runs our Portfolio Management System, which produces all of our client’s quarterly reports and billing of fees.
‘Giving personal attention to our clients and their needs is something that I value and love it when I can assist our clients while putting them at ease as they entrust their portfolios for us to manage. I enjoy the variety of challenges that may come about and aiding in the solutions for our client investors.’
Any questions for our Client Services Department, you may contact her at firstname.lastname@example.org.