Jaime Loo
Family Office Implementation Manager
- Role
- Family Office Implementation Manager at RSM US LLP
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Jaime Loo
I help family offices and investment professionals make sense of complex financial data by connecting them with the right tools—whether that’s visualizing multi-asset portfolios, streamlining reporting, or improving family engagement around wealth.At RSM, I work with platforms like Masttro, Adepar, Orca, Arch, and FamilySight to bring clarity and confidence to financial decision-making. It’s all about helping clients see the full picture and act on it.I’m always up for a conversation about how to simplify reporting or build a smarter data foundation—let’s connect!
Experience
Family Office Implementation Manager
Mar 2023 — Present · Seattle, WA, US
Education
Santa Clara University Leavey School of Business
Bachelor’s Degree, Marketing and Communication Studies
2011 — 2015
Skills
- Microsoft Powerpoint
- Teamwork
- Accounting
- Social Networking
- Financial Accounting
- Critical Thinking
- Quickbooks
- Event Planning
- Social Media
- Tutoring
- Salesforce.com
- Accounts Payable
- Leadership
- Spreadsheets
- Microsoft Office
- Public Speaking
- Teaching
- Time Management
- Microsoft Word
- Foreign Languages
- Microsoft Excel
- Powerpoint
- Leadership Development
- Higher Education
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.