A.A.S., National Institute of Technology
Jeannette is a Compliance Associate at Avidian Wealth Solutions. Her role is to assist the Chief Compliance Officer with compliance control monitoring, regulatory reporting, compliance procedures, an annual assessment of the compliance program, and special projects. She has been in the financial services industry since July 1992.
Before joining Avidian Wealth Solutions, she was the Performance Analytics Director at a firm for eight years. She was responsible for client performance reports, QuickBooks bookkeeping, overseeing Hedge Fund financials, and producing manager search proposals while seeking to improve productivity.
From July 2004 to December 2006, she worked for The Quantitative Group, where she managed the Portfolio Performance Department overseeing the production of approximately 250 quarterly performance reports for institutional clients and high-net-worth individuals. She completed the IMCA (Investment Management Consultants Association) Introduction to Investment Consulting Educational Program while at this firm.
For the previous ten years, she worked with the same group while they were a part of Smith Barney. She filled the Analyst and Team Leader roles for the Portfolio Performance Department. She also attended The Consulting Group University Annual Analyst Conferences held by Smith Barney. From July 1992 to June 1994, this group was with Prudential Securities, where she was an Analyst and also assisted the Sales Associates and the Financial Consultants in servicing the clients.
Jeannette received her Associate of Applied Science in Business Technology degree from the National Institute of Technology. Jeannette enjoys attending church, worshipping, donating to organizations, and helping others. She loves spending time with family.
Education & Designations
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