Client Relationship Specialist
As a Client Relationship Specialist, Jessica is responsible for supporting team members and providing direct support to clients in daily operations. She acts as a liaison for the custodians and handles establishing new accounts for clients, account maintenance, and executing account transfers. Jessica joined RegentAtlantic in 2021 after having worked 3 years as a client services associate at an insurance and financial planning company.
Jessica graduated from Fordham University with bachelor’s degrees in Psychology and Social Work. She worked several years as an administrative professional for nonprofit agencies in Manhattan. Jessica lives in West Orange, NJ with her 9-year-old son.