Bleakley Financial Group
Jaime Ploscowe has a diverse work experience spanning over several decades.
Starting with their most recent role, Jaime worked at the Bleakley Financial Group as the Chief of Staff to the COO and Client Service Manager. Prior to this position, they also held the role of Client Service Manager/Integration & Onboarding Specialist at the same company.
Before joining Bleakley Financial Group, Jaime worked at INC Advisors - LPL Financial OSJ as the Branch Administrator/Head of Transitions.
Between 2018 and 2022, Jaime was employed at LPL Financial, where they served as a Client Relationship representative and simultaneously held the position of Project Manager - Registered Assistant.
Earlier in their career, Jaime worked at FHC Wealth Advisors as a Practice Coordinator.
In 1993, Jaime held the position of Managing Director at SMITH BARNEY for four years.
Lastly, they worked as a Vice President at Lehman Brothers between 1987 and 1993.
Overall, Jaime has gained extensive experience and expertise in various roles within the financial industry.
Jaime Ploscowe obtained a Bachelor's Degree in Fine and Studio Arts from SUNY Oneonta, where they studied from 1983 to 1986. Following this, they pursued an Associate of Arts (A.A.) degree in Advertising and Communications from the Fashion Institute of Technology, attending from 1986 to 1987.
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Bleakley Financial Group
A FOCUSED MISSION FROM A TRUSTED PARTNER Bleakley Financial Group offers individuals, families and business owners independent financial planning and wealth management advice in a focused team environment. Our advisory model is based on a disciplined collaborative planning process that addresses the full complexity of your personal situation. Advisors associated with Bleakley Financial Group, LLC may be: (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, (2) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC and investment advisor representatives of Bleakley Financial Group, LLC; or (3) solely investment advisor representatives of Bleakley Financial Group, LLC, and not affiliated with LPL Financial. Investment advice offered through Bleakley Financial Group, LLC, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Bleakley Financial Group or LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.