Principal, Treasury Operations, Client Operations
and access,
Jamie is responsible for a wide range of operational functions. She assists in the high volume of daily operational activity for client and commingled fund portfolios. Prior to joining the firm, Jamie worked for Financial Strategy Network, LLC, an independent comprehensive financial planning firm. She was responsible for portfolio analysis and portfolio analysins, and client service, including the ongoing management of more than 200 portfolios.
Purdue University , Indiana,
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