Jessie is very active both in and out of the office. As an Account Manager in the 401(k) / 403(b) Services area, she is responsible for all management aspects of retirement plan advisory accounts, including preparing proposals, fiduciary reviews and reports, vendor benchmarking studies and client account administrative duties.
Jessie creates an atmosphere of high morale with her enthusiasm and service-oriented attitude. She builds pride in the firm by maintaining high standards of integrity, work quality and maintaining confidentiality of client information. Jessie is a member of Toastmasters and a mentor for Teammates. She recently obtained her Series 7 license and is working toward her Series 66 license.
Outside of the office, you may find Jessie at a country music concert or hanging with friends and family.
e-mail: email@example.com | phone: 402.964.5597 | fax: 402.963.4084
Bachelor of Science | Business Administration
University of Nebraska Omaha | Omaha, NE