Jennifer Persico
Family Office Trust Assoicate @Wells Fargo Private Wealth
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WORK HISTORY
Family Office Trust Assoicate @Wells Fargo Private Wealth
Palm Beach, FL, US
Family Office is a boutique business within Wells Fargo that serves ultra-high-net-worth families and individuals, and foundations. We help clients address the financial, social, and personal aspects of their wealth by providing customized solutions for each client’s unique circumstances.As a Family Office Trust Associate I was responsible for- Providing complex client service to ultra-high-net-worth clients through various forms of communications, completion of distribution requests and other account servicing - Overseeing client administration and collaborating with clients and their advisors to provide comprehensive solutions to the complex needs of ultra-high-net-worth individuals and families- Delivering client service for multi-generational families- Developing cash flow analysis, tax summary reporting, bill pay and cash management- Executing account administration on client foundations through expense management and grant administration- Oversees account management, operations, compliance, risk mitigation, account documentation, and issue resolution to ensure exceptional client service.
EDUCATION
Florida Atlantic University
Bachelor Degree of Science (BS), Double Major: Finance & Marketing
Toastmasters International
Communication & Leadership:, Competent Leadership Award (CL) & Competent Communicator Award (CC)
ABOUT JENNIFER PERSICO
Self motivated, results-oriented Project Manager with extensive experience working in Wealth Management Industry. Demonstrated success in delivering all aspects of Wealth and Investment Management Process including Trust Administration, Manager Selection, Portfolio Construction, and Asset Allocation. Strong entrepreneurial, organizational, analytical and communication skills with proven track record for delivering results to both internal and external customers.Specialties: • Project Management• Research and Development• Strategic Planning• Client / Customer Service• Trust Administration• Communication• Marketing• Training
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