Operations and Client Experience Specialist
"I love the direct contact I have with clients and being able to see the impact of Broadview’s financial management first- hand."
Jessica is an Operations and Client Experience Specialist who has been with Broadview Financial Management since June of 2021. She focuses on trading, trade reconciliation, account and asset management while also assisting with portfolio management.
She began her career in the financial industry in 2000 as a trading assistant at Stark Investments, a former multi- billion- dollar hedge fund based in Milwaukee. She worked her way across the trading desk, executing trades in the equity and fixed income markets while working with a variety of portfolio management strategies including merger and convertible arbitrage, relative value, long short equity and options volatility. She furthered her breadth of experience holding positions within Investment Accounting and Operations for a local boutique asset management firm, and later Wells Fargo. Jessica graduated from the University of Wisconsin Madison with a Bachelor of Science degree in Finance.
Jessica lives in Franklin with her husband John, daughters Peyton and Paige, and rescue dogs Pancho and Paisley. In her spare-time she enjoys spectating at her daughter’s various sports activities, walking the dogs, spending time outdoors whenever she can, and traveling with her family.