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Biography

JP is a Principal and Integration Specialist, based remotely in Portland, Oregon.

Before joining Cerity Partners, she spent over nine years as the Director of Operations and Finance at West Coast Financial. JP transitioned into financial services after a successful career in technology, joining Pivot Independent Financial prior to its merger with West Coast Financial.

Education

  • BSSED, Taylor University

Highlights

  • Project Management Professional

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Here are some valuable insights to read before your meeting

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By clicking “Schedule Now”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.