Jean KellerManager - Firm Administration and Client Relations
Jean Keller has more than twenty years of experience with client service and administrative activities. She manages a number of the firm’s administrative and operations functions, including account reconciliation, business development and compliance program support activities. She additionally has responsibility for handling a range of client service requests and aspects of our client reporting process.
Jean was most recently with an independent investment advisor, where she was responsible for a variety of functions including portfolio analysis, compliance oversight, client service as well as other operational activities.
She previously served as Vice President of Operations of a customer relationship management software company where she was responsible for technical development, call center operations, and sales force management.
Jean graduated from the Georgia Institute of Technology with a Bachelor of Engineering.