Symmetry Partners, LLC
JoAnn Pelletier has extensive experience in client services and operational support within the financial industry. Since February 2008, JoAnn has served as a Client Services Representative at Symmetry Partners, effectively resolving client account issues while engaging in heavy phone communication. Prior to this role, JoAnn worked as a Broker Assistant at Burke & Esposito Financial Planning from May 2004 to June 2007, where responsibilities included preparing paperwork for client meetings and servicing a book for five planners. JoAnn began their career as a Retirement Plan Specialist at Putnam Investments from January 1996 to May 2004, operating in a call center environment with significant phone contact. JoAnn holds an education from Dean Jr. College located in Newington, CT.
Symmetry Partners, LLC
Symmetry Partners brings decades of experience and commitment to helping Advisors and their clients achieve their most important goals with confidence. We do this by drawing on extensive academic research — and Symmetry’s own — to engineer what we believe to be exceptional investment solutions. Our Evidence-Based mutual fund and ETF portfolios combine the best of active and passive and are grounded in extensive academic research, including the insights of 12 Nobel laureates. To help Advisors scale their businesses and deliver a better client experience, we also provide Marketing, Technology, and Operational services, consulting, and support. Disclosures: https://bit.ly/3wB1q7C