Jade is our Operations Associate, and she joined our team in October 2023. She is responsible for the accurate and timely placement of trades and handling asset movement requests for our clients. Jade also assists with onboarding new clients to our wealth management model, and performing account maintenance updates for our existing clients.
She graduated in May 2023 from North Carolina State University with a degree in Business Administration. Jade was born in Las Cruces, New Mexico and she enjoys running, weightlifting, reading, and traveling.