At Exponent Investment Management, Jessica is responsible for new account openings and client requests.
Jessica has a Diploma in Business Administration with a major in Finance from Algonquin College and has successfully completed her Canadian Securities Course with hopes of pursuing her CFP designation.
Jessica started her career at Soundvest Capital Management in 2009 in an Administrative roll supporting Investment Advisors, managing client accounts, preparing client reviews, executing client trades and ensuring proper settlement and delivery. At Exponent Investment Management, Jessica is responsible for new account openings and client requests. Jessica brings over 10 years of industry experience to Exponent.
Outside the office, she is a busy mom of three energetic children and enjoys spending time with her family
Have a question or interested in working with Exponent? Send Jessica a message and she will respond to you shortly!