Jean is a Managing Director, Private Wealth Client Services where she works with clients to develop appropriate strategies based on their complex requests and needs.
Before joining Cresset, Jean was a Vice President at Goldman Sachs. She served as both the team’s Chief Operating Officer and a Relationship Manager, leading advisor support and client service. With nearly three decades of experience in financial services, she previously held analyst and associate roles at both Goldman Sachs and Smith Barney. Before her career in finance, Jean served as a Staff Sergeant in the U.S. Air Force, exemplifying her dedication to leadership, discipline, and service.
Jean earned a Bachelor of Science degree in organizational management from Crichton College where she graduated magna cum laude.