Jamie is a resident of Claysville, PA where her and her husband built their own home together. She enjoys working out, listening to music, as well as spoiling her one and only niece.
A 1996 graduate of Bradford School of Business and a 2013 graduate of The American College of Financial Professionals as a Financial Services Specialist, Jamie joined Harris Wealth Management in January 2010. She has held former positions as Director of Operations, Executive Assistant to the CEO and COO as well as the Finance Manager for her previous employer. Jamie brings over 20 years of experience in the executive administration field as well as the operations and procedures of a company.
Some of the administrative areas that you will be dealing with Jamie are:
- Appointment Scheduling
- Opening New Accounts
- Investment Applications
- Account Transfers
- IRA & 401 (k) Rollovers
- Withdrawals & Account Changes
- Check Processing & Tracking
- Preparation of Client Portfolio Updates
- Compliance Liaison
- Client Portfolio Database Management