Jill Email & Phone Number
Operations Manager @ ArchBridge Family Office
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Jill Location
- St. Louis, MO, US
Jill Work
- Operations Manager @ (July 2017 - Present)
- Portfolio Database Associate @ (November 2011 - July 2017)
- Client Operations Associate @ (June 2011 - November 2011)
- Client Account Associate @ (October 2009 - June 2011)
- Client Manager @ (February 2005 - October 2009)
Jill Education
- Indiana University Bloomington
BS (Psychology)
2000-2004
Jill Skills
- Leadership
- Estate Planning
- PowerPoint
- Social Media
- Accounting
- Retirement Planning
- Account Management
- Sales
- Event Planning
- Tax
- Data Analysis
- Microsoft SQL Server
- Investments
- Asset Allocation
- Strategic Planning
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- Microsoft Word
- Risk Management
- Asset Management
- Microsoft Excel
- Customer Service
- Financial Analysis
- Public Relations
- Benefits Administration
- Marketing Strategy
- Employee Benefits
- Performance Management
- Database Administration
- Operations Management
- Research
- Sales Management
Jill Summary
- Jill, based in St. Louis, MO, US, is currently a Operations Manager at ArchBridge Family Office. Jill brings experience from previous roles at ArchBridge Family Office and Moneta Group. Jill holds a 2000 - 2004 BS in Psychology @ Indiana University Bloomington. With a robust skill set that includes Leadership, Estate Planning, PowerPoint, Social Media, Accounting and more. Jill has 2 mobile phone numbers on RocketReach.
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Top ArchBridge Family Office Employees
John Jennings
President and Chief Strategist
St. Louis, MO, US
Julie Lilly
CEO and Director
St. Louis, MO, US
Zachary Leeds
Chief Compliance Officer
St. Louis, MO, US
Mike Bartolacci
General Counsel
St. Louis, MO, US
Tyler Schwieterman
Principal
St. Louis, MO, US
Voula Francis
Principal
St. Louis, MO, US
Carrie Naylor
Principal, Human Resources
St. Louis, MO, US
Anna Bertman
Principal
St. Louis, MO, US
Michael Small
Executive Vice President and CFO
St. Louis, MO, US
Katie Fakonas
Principal
St. Louis, MO, US
Spencer Burke
executive vice president
St. Louis, MO, US
Katharine Middleton
Manager
St. Louis, MO, US
Jeffrey Meyers
Senior Director of Private Markets
St. Louis, MO, US
Andrew Ogle
Manager
St. Louis, MO, US
Stephen Cooper
Director of Private Markets
St. Louis, MO, US
Alex Bates
Principal
St. Louis, MO, US
Kevin K
IT Manager
St. Louis, MO, US
Adam Kerschinske
Manager
St. Louis, MO, US
Spencer Burke
EVP Business Development
St. Louis, MO, US
Paul Ruppe
Director of Public Markets
St. Louis, MO, US
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