As the Chief Operating Officer, Jeanie is responsible for daily operations and ensuring clients’ needs are met in a timely and professional manner.
Jeanie’s background includes more than 26 years in the financial industry, focusing on client services, accounting and operations in high growth environments.
Background, Education, and Professional Qualifications
Prior to joining Relevant Wealth Advisors in January 2021, Jeanie gained investment experience as an Operations Manager at Panoramic Capital Partners and Archer Capital Partners. Jeanie managed Fund performance reports, quarterly letters and marketing distribution as well as opening new accounts, daily NAV reporting and Fund portfolio balancing.
In June 1995, Jeanie received a Bachelor of Architecture from California Polytechnic State University, San Luis Obispo.
Jeanie lives in Corte Madera with her husband Steve, and their three children Chloe, Jake and Austin. Away from the Relevant Wealth office, Jeanie enjoys tennis, hiking, travel and family time.