Associate Director, Tax Services
As a Associate Director, Tax Services Jessica serves existing client relationships by addressing client inquiries and providing support to the Wealth Advisory and Family Office teams.
Prior to joining Cresset, Jessica was a Client Service Advisor at Evanston Advisors serving the firm’s clients and supporting the business development team. Before that, Jessica worked as a Pricing Consultant for Allstate. In this position, she managed pricing projects for both personal and commercial lines of insurance, performing highly complex actuarial functions used in determination of the indicated rate level need for a line of business.
Jessica has obtained a bachelor’s degree in finance and an MBA with a concentration in quantitative analysis from Roosevelt University.