Trajan Wealth LLC
Jessie Grenfell is a seasoned technology leader with extensive experience in software development and Salesforce consulting. Currently serving as the Software Development Team Lead at Trajan Wealth LLC since July 2023, Jessie manages a team of nine while architecting solutions in collaboration with business stakeholders. Prior to this role, Jessie founded Evlo, a Salesforce consulting firm, and served as CEO, providing tailored solutions and coaching for Salesforce teams. With previous positions as a Salesforce Solutions Architect at HipTen and a Senior Salesforce Solutions Architect at Vantage Point Consulting, Jessie has demonstrated expertise in requirements gathering, solutions design, and project management across various industries, particularly in insurance. An established figure in the tech industry, Jessie has also held senior roles at Platy IT, NPower NY, and other organizations, significantly contributing to the development of custom solutions and technology operations. Jessie holds a Bachelor of Arts in Psychology from New York University.
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Trajan Wealth LLC
Trajan Wealth helps our clients prepare for retirement with custom wealth management solutions. As a Registered Investment Advisor (RIA), we have the experience and knowledge to help navigate the ever-changing economic landscape. We dedicate the time needed to listen to your goals and educate you on the options. Speak to our fiduciary advisors today.