Jeanne serves as Director, Senior Client Relationship Manager at Geller Advisors. She has over 15 years of experience helping high-net-worth individuals and families manage their financial planning, investment, trust administration, financial management, and comprehensive reporting needs.
Jeanne works with the Geller Advisors team to provide high touch client service for high-net-worth individuals and families to ensure that all client goals are achieved.
Prior to joining Geller Advisors, Jeanne was a Director and Client Service Manager at First Republic Private Wealth Management. Prior to that, she managed the client service and operations teams at Constellation Wealth Advisors where she was responsible for building and maintaining client relationships with high-net-worth families by providing overall financial administration. In a previous position, she was a Financial Planning Associate at Lesavoy Financial Perspectives where she was responsible for preparing and implementing comprehensive financial plans for high-net-worth clients.
Jeanne received a Bachelor of Science in General Science from Fordham University. She is also a Certified Financial Planner (CFP) and is a member of the Financial Planning Association.
Contact Jeanne at firstname.lastname@example.org