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Jessica Location
Washington, DC, US
Jessica Work
2020 -now Managing Director @
2018 -2020 Associate Financial Advisor - The Wise Investor Group @
2015 -2018 Vice President - Investment Associate @
2013 -2015 Vice President - Head of Client Experience @
2012 -2014 Vice President - Manager of Administrative Assistants across the Americas @
2010 -2013 Vice President - Head of Investment Representative Onboarding @
2008 -2010 AVP - Client Service Analyst @
2007 -2009 Assistant Vice President - Partnership Investment Team @
2005 -2007 Client Service Analyst @
2004 -2005 Junior Analyst @
Jessica Education
Northeastern University
Bachelor's Degree
1999-2004
Jessica Summary
Jessica, based in Washington, DC, US, is currently a Managing Director at Chevy Chase Trust. Jessica brings experience from previous roles at Baird, Merrill Lynch Wealth Management, Bank of America Corporation and Barclays Wealth Management. Jessica holds a 1999 - 2004 Bachelor's Degree @ Northeastern University. Jessica has 2 emails and 1 mobile phone numbers on RocketReach.
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