“I appreciate working for a company that not only prioritizes their clients but also values their people. The culture is incredibly rewarding, and I genuinely enjoy coming to work.”
Jasmine’s Story
Jasmine serves as a point of contact for advisors and clients. In her role, Jasmine ensures account accuracy, facilitates fund transfers, and manages client requests with precision and care. Her client-focused approach provides seamless account management, allowing clients to feel confident and at ease.
Jasmine loves to travel and try new restaurants in the city. Her two kids and two dogs keep her busy, but she cherishes spending quality time with her family on the weekends, whether they’re doing activities, playing board games, or watching “Moana” and “Frozen” for the 100th time.
Specialties: account management, client service, custodial relationships, financial transactions