Sr. Client Relations Associate
Jami has been in the financial services industry since 1998. She is responsible for assisting with all areas of client service to ensure timely and accurate management of investment accounts. Her responsibilities include responding to client inquiries, assisting in the preparation of new account documentation, executing trades, overseeing contributions and distributions, and general servicing requests. Jami is also our resident Notary and in-office Signature Guarantor.
Jami loves to read and is an eight-time published poet. She is very close to her family and spends as much time with her teenage son as possible.