Jessica serves as a Managing Director and is responsible for managing the client services team.
Prior to joining Chevy Chase Trust, Jessica worked with Baird for a high net worth sales team in partnership with their Financial Planning and Portfolio Management teams. She worked on all aspects of the client relationship. Before that, she spent ten years at Barclays Wealth and Investment Management (formerly Lehman Brothers) in New York, where she was Head of Investment Representative Onboarding and Head of Client Experience and three years at Bank of America Merrill Lynch in client service management/leadership roles.
Jessica earned her degree in Marketing from Northeastern University.
