Jeani Winterbourne
Chief Service Strategy Officer @Steward Partners
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WORK HISTORY
Chief Service Strategy Officer @Steward Partners
Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional, and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence.Securities are offered through Steward Partners Investment Solutions, LLC (“SPIS”), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.For important disclosure information, please see \"Disclosures\" page on our
EDUCATION
CSU Sacramento
Bachelor's degree
Shasta College
Associate's degree
SKILLS
ABOUT JEANI WINTERBOURNE
Dynamic executive with proven success in strategic planning, sales and marketing…
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