JE

Jessica E.

Manager, Client Advisory Team at Tolleson Wealth Management

Jessica E. currently works as a Manager on the Client Advisory Team at Tolleson Wealth Management, with previous experience as a Senior Analyst at Fidelity Investments. Jessica holds an MBA from Southern Methodist University with a minor in Finance and a concentration in Strategy, as well as a Bachelor's degree in Financial Management from Abilene Christian University. Throughout their career, Jessica has gained experience in financial planning, portfolio development, customer service, and operational support in the finance industry.

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Previous companies

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Timeline

  • Manager, Client Advisory Team

    January, 2022 - present

  • Senior Analyst

    July, 2019