Jeanne handles a wide range of questions and situations for our clients every day. She prepares portfolio reviews for our client meetings, schedules appointments, and helps keep the office procedures organized. She is in charge of processing all new business, account transfers, deposits, and distributions. She also works with the Compliance department at Commonwealth to make sure we do everything "by the book."
Jeanne has more than 30 years' experience in the local business community. She has worked at several of the most prestigious law firms in Syracuse, and she has assisted attorneys specializing in tax, pension, estate planning, and real estate law. She is also a New York State Notary Public and holds a degree from the Powelson Business Institute. She has been in the financial services industry with us for more than 25 years.
Jeanne lives in Liverpool, New York, with her family and enjoys spending time with her many grandchilden. In her free time, Jeanne enjoys quilting, gardening, and reading.