Brooke Jess's Location
Scottsdale, AZ, US
Brooke Jess's Work
- Director Of Operations @ Beacon Pointe
- Senior Portfolio Associate @ Versant Capital Management, Inc.
- Senior Portfolio Associate @ GenSpring - SunTrust Private Wealth
- Portfolio Associate @ Inlign Wealth Management
- Sales Assistant @ FBR Investment Management, Inc.
- Financial Representative @ Fidelity Investments
Brooke Jess's Education
- Arizona State University
Bachelor's (Exercise Science)
1994 - 1999
Brooke Jess's Skills
- Investment Operations
- Client Relationship Management
- High Net Worth Individuals
- Wealth Management
- Investment Advisory
- Portfolio Management
- Financial Planning
- Trading
- Asset Allocation
- Investment Strategies
Brooke Jess's Summary
Brooke Jess, based in Scottsdale, AZ, US, is currently a Director Of Operations at Beacon Pointe, bringing experience from previous roles at Versant Capital Management, Inc., GenSpring Family Offices, Inlign Wealth Management, LLC and FBR Investment Management, Inc.. Brooke Jess holds a 1994 - 1999 Bachelor's in Exercise Science @ Arizona State University. With a robust skill set that includes Investment Operations, Client Relationship Management, High Net Worth Individuals, Wealth Management, Investment Advisory and more, Brooke Jess contributes valuable insights to the industry. Brooke Jess has 4 emails and 1 mobile phone number on RocketReach.
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