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.
Education and Accreditation
- BA, English – Florida State University
Jean’s Insights & Resources
What Happens to Your Budget When Baby Arrives on the Scene?
You’ve just brought home your bundle of joy – congratulations! [...]