Director of Investments
Jeanne’s role is to support Investment Operations and Client Relationships. She is responsible for gathering and organizing financial information from the clients, processing new account documents and following through to see that accounts are opened, serviced and funded properly.
She graduated from Stevenson University with a Bachelor of Science Degree in Early Childhood Leadership in Administration, and has a working background in banking, real estate, title work and early childhood education. Having owned and operated her own business, she understands the importance of client relationships.
Jeanne is a lifelong resident of Baltimore County and enjoys spending time with her four grandchildren, playing and teaching Mah Jongg, needlework and relaxing at the beach.