Meet Jeanie: The Driving Force Behind Our Daily Excellence
As our dynamic Chief Operating Officer, Jeanie ensures that our daily operations run like a well-oiled machine. Her unwavering commitment to excellence means our clients' needs are not just met but exceeded—swiftly and with the utmost professionalism.
With over twenty years of experience in the financial services industry, Jeanie brings a wealth of knowledge in client services, accounting, and operations. She’s not just keeping pace; she’s setting the standard.
Experience, Education, and Professional Prowess
Before bringing her expertise to Relevant Wealth, Jeanie sharpened her skills as the Operations Manager at Panoramic Capital and Archer Capital Partners. There, she expertly managed Fund performance reports, revised quarterly correspondence, spearheaded marketing distribution, and flawlessly handled the intricacies of new account openings, daily NAV reporting, and Fund portfolio balancing
Jeanie's diverse background is grounded in a solid education. She earned her Bachelor of Architecture from California Polytechnic State University, San Luis Obispo, a testament to her analytical mind and structured approach to problem-solving.
Jeanie resides in scenic Corte Madera with her husband, Steve, and their three wonderful children, Chloe, Jake, and Austin. Outside the office, Jeanie thrives on the tennis court, loves hiking through nature, exploring new travel destinations, and cherishing quality time with her family.