Advisor Services Manager
Jessica is dedicated to servicing a team of advisors. Her top priority is engaging with their advisors and ensuring their operational responsibility to the client has minimal impact on their daily business practice as she acts as the liaison to our multiple custodians. She is also responsible for onboarding new advisors joining the Alphastar team to fully train and transition their book of business onto the Alphastar platform.
Jessica earned her BSBA with a concentration in Corporate Finance from Western Carolina University. She spent the early part of her career with UBS Financial on a Client Services Team assisting clients by providing product education and operational support. After spending 5 years with UBS, Jessica moved on to an inside sales and client management role with Performance Friction Corporation. At PFC she worked closely with her team to deliver an exceptional client experience and help grow sales along with the customer relationship.