About Jess
Jesse collaborates closely with advisor teams to foster and strengthen client relationships. He supports clients by addressing their needs, managing daily tasks, and overseeing various operations. Jesse is passionate about client relations and is dedicated to helping each client reach his or her investment and financial objectives. Jesse looks to expand his knowledge with the hope of becoming an advisor.
Jesse worked in retail for 10 years before transitioning into finance. He got his start working with a large compliance firm.
When not at work, Jesse is with his family or out enjoying nature.
Education and Professional Milestones
-Indiana University of Pennsylvania – bachelor’s degree
Jesse collaborates closely with advisor teams to foster and strengthen client relationships. He supports clients by addressing their needs, managing daily tasks, and overseeing various operations. Jesse is passionate about client relations and is dedicated to helping each client reach his or her investment and financial objectives. Jesse looks to expand his knowledge with the hope of becoming an advisor.
Jesse worked in retail for 10 years before transitioning into finance. He got his start working with a large compliance firm.
When not at work, Jesse is with his family or out enjoying nature.
Education and Professional Milestones
-Indiana University of Pennsylvania – bachelor’s degree