Client Experience Specialist
All it took was one college internship in investment management to confirm that Jean wanted to pursue a career helping clients achieve their financial goals. After college, she dedicated herself to learning the wealth advisor business through hands-on client service roles with Schwab. Upon joining CornerCap, she quickly distinguished herself as a responsive and knowledgeable day to day resource for clients, ensuring that their questions – no matter how simple or complex – receive prompt, thorough responses.
- BA, English – Florida State University
Jennifer's Insights & Resources
You’re probably familiar with the old adage “everything old is new again.” Indeed, we’ve witnessed surprising revivals of fashion trends, hairstyles, and even pop music
Is a recession coming? We are getting that question a lot now because there are conflicting signals. An article in last week’s Wall Street Journal
You’ve just brought home your bundle of joy – congratulations! Money may not be the first thing on your mind, but as your little one