Envestnet | MoneyGuide
Jessica Day has extensive experience in client services and customer support, currently serving as the Head of Client Services at Envestnet | MoneyGuide since March 2014. Prior to this role, Jessica worked as a Customer Service Representative at Wells Fargo Advisors for nearly a year and held the position of Senior Branch Manager at Edward Jones for nearly nine years. Jessica holds a Master of Arts in Leadership from the University of Arizona, earned between November 2019 and June 2021.
Envestnet | MoneyGuide
MoneyGuidePro® G4 raises the bar, making the client experience consistent and quality financial plans possible on a large scale. It increases your efficiency and enables you to add value to the planning process based on your experience, knowledge and relationship.