Jessica loves staying busy. Whether that means going to country music concerts, hanging out with friends or playing with her niece, Jessica is always ready for anything!
Jessica started in the Qualified Plan Investments area as an intern in 2008 while attending the University of Nebraska at Omaha. She specializes in day-to-day client administration by organizing and updating client files, as well as scheduling and preparing for meetings. She also assists in updating a third-party investment analytic database to prepare various reports for current and prospective clients.
Jessica’s positive attitude and drive for success allow her to fulfill clients’ needs in a timely manner while providing accurate information and attention to detail for clear understanding.
e-mail: firstname.lastname@example.org | phone: 402.964.5597 | fax: 402.963.4084
Bachelor of Science | Business Administration
University of Nebraska Omaha | Omaha, NE