Haydee Jimenez

Haydee Jimenez is a financial services professional with over twelve years of experience in wealth management. Currently serving as a Senior Associate in Advisory Operations at Choreo since January 2023, Jimenez previously held the position of Client Service Manager at Cherry Bekaert Wealth Management LLC since August 2017, where responsibilities included client onboarding and ongoing management. Prior experience includes roles as a Client Service Representative at Bayshore Asset Management and Operations Supervisor at Taplin Canida & Habacht/BMO Harris Bank. Jimenez possesses extensive knowledge of investments, trust services, and financial planning, complemented by strong organizational skills, attention to detail, and proficiency in Microsoft Office Suite, along with exceptional interpersonal communication abilities. Education includes a Bachelor of Science in Communication and Media Studies from Florida State University.