Jo-Anne Jessee

Jo-Anne Jessee joined Lido Advisors in 2022 as part of the Private Client Services team. Jo-Anne brings her top-tier customer service and data analysis from being in medical sales and management within non-profits. Jo-Anne started her career at the UCLA Foundation after earning a bachelor’s degree from the University of Montana. After showcasing her fundraising and customer service skills, she was recruited into a medical supply company in sales. Jo-Anne’s passion always stemmed from investing and learning to scale her portfolio—fusing her premier customer experience skills and industry knowledge, she is excited to be in this role. Jo-Anne enjoys reading and expanding her mind in her free time. She resides in Los Angeles.