Transition and Administrative Director
Jill serves as the transition and administrative director and is responsible for client interactions and account transfers when it comes to transitions. While moving books of business during the onboarding process, Jill coordinates the necessary activity between advisors, clients and custodian back office personnel to ensures a smooth, hassle-free experience. Additionally, Jill handles issues relating to compliance oversight, regulatory reviews and audits.
Prior to her current role, Jill traveled a unique career path that includes Executive Assistant to the President of Zaro’s Bread Basket in New York City and Sous Chef for a Sodexo Marriott corporate dining facility. As an active volunteer, she served as an executive board member for seven years in the PTA, ending her tenure as president and served on the executive board of the Temecula Valley Time Machine, a youth running club. Throughout her career, Jill developed and strengthened her commitment to customer service. Jill received her Culinary Arts diploma from the Institute of Culinary Education in New York and her BS in Social Sciences from California Polytechnic State University.