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Jessica is a Senior Associate in the Los Altos office, coordinating administrative tasks to support the Partners and Principals on all aspects of client services and account administration. She earned her Financial Paraplanner Qualified Professional designation in 2022. Jessica’s experience includes supporting advisor teams in account administration, opening custodial accounts and alternative investment documentation, as well as client correspondence and preparation for comprehensive annual client reviews. She also provides clients Notary Public services.
Prior to joining Cerity Partners, Jessica worked for Sullivan & Serwitz as an executive assistant. She has more than ten years of customer service management experience, including her roles as a sales team leader for Crate & Barrel.
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