Jeannie has over 15 years of Financial Services industry experience, which includes Ameritrade and 2 mid-sized Broker/Dealers where she previously held a series 7 and 24 license. Jeannie has worked in new accounts, transfers and cashiering. Most recently, Jeannie previously managed the Transition Department at a Broker/Dealer for 7 years and has managed a couple hundred Broker/Dealer transitions in her career.
Jeannie’s passion is helping people and making a difference in people’s lives. She enjoys spending time with her husband and her daughter, Lucia. She also enjoys photography, gardening and reading.
Getting to know Jeannie
Favorite food: Mexican
If Jeannie could meet anyone, past or present, it would be: Martin Luther King, Jr.
Hidden talent: Photography
Favorite movie: Butterfly Effect; one small decision can make a major impact on the outcome of your life
What motivates Jeannie: Helping people
Favorite holiday: Halloween through Christmas!
Place Jeannie would most like to visit: Ireland