With caring as her strength and background in Life Insurance, Jeannie thrives in a service-related career. As a Client Assistant at Baird, she is the glue that holds everything together for the Financial Advisor. Jeannie is responsible for establishing new accounts and transitioning new assets. Her role includes account servicing, scheduling appointments, researching and resolving client inquiries, and communicating progress updates to our clients as needed. She provides information on the services the Financial Advisor offers.
Jeannie is living her dream of being in Financial Services for several years now . She wants to grow in her career and inspire her younger cousins, nieces, nephews especially her son Julian to join the industry.