Jess is an Investment Operations Manager at Seven Bridges Wealth Advisors. She has 20 years of financial services experience, specializing in trading and money movement operations, with a strong focus on leading and developing high-performing teams through effective training, coaching, and process guidance.
Her primary responsibilities include overseeing trading and money movement functions while leading the team in executing and strengthening core operational processes.
Outside of work, she loves spending quality time with her family, including their dog, Winnie. Outside of work, Jess volunteers as a coach for her daughters’ softball team and is an avid supporter of the New York Yankees, New Jersey Devils, and New England Patriots. She enjoys mornings at the gym with her workout crew and downtime with a good book whenever she can.