Jessica is very active both in and out of the office. She 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. Her 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.
In her spare moments at work, Jessica promotes healthy living as a member of the Wellness Activities Group (WAG). Outside of the office, you may find her at a country music concert or hanging with friends and family. She’s also busy planning her upcoming wedding at the start of the new year! Lots of excitement ahead!
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