As an Account Manager/Education Specialist for the 401(k) and 403(b) Advisory Team, Jessie is dedicated to helping employees achieve their retirement goals through high level group and individual education. Other key components included in her services are investment monitoring, vendor benchmarking studies and preparing fiduciary reviews and reports.
Jessie has over 9 years of experience in qualified plan investments and has obtained her Series 7 and Series 66 licenses. Her interpersonal and organizational skills along with her attention to detail allow her to handle client needs in an efficient and timely manner. She builds pride in the firm by maintaining high standards of integrity, work quality and maintaining confidentiality of client information.
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
Investment Advisory Services Offered Through SilverStone Asset Management. SilverStone Asset Management and SilverStone Group are independently owned. Check the background of this Firm and/or investment professional on adviserinfo.sec.gov. 1745-2017