Client Relations Manager
Jeannette is the Client Relations Manager in charge of Mid-West Operations with Plan Sponsor Consultants. Plan Sponsor Consultants’ headquarters are in Atlanta, GA with offices in Alabama, Maryland, and Michigan.
Jeannette has an extensive background in several aspects of Financial Management. She has a long and distinguished career in the fast paced California real estate industry with experience in both retail & commercial real estate and lending. She also worked in the Legal field as a Bankruptcy Administrator.
Jeannette is a graduate of the North American School of Accounting. She has held licenses in California Real Estate and Life Insurance & Annuities. She was also a federal trainer and certified C.O.R. instructor in which she traveled around the U.S. to several government agencies such as the Veterans Administration and the Department of Defense to conduct training classes on various software programs and government contracting.
As the Client Relations Manager, Jeannette will be available to individual clients to assist with administrative tasks pertaining to Financial Planning including budgeting, saving, insurance needs, defining financial goals, and initial retirement & estate planning under the guidance of Executive V.P. Scott Ciullo. Scott is an Accredited Investment Fiduciary Analyst (AIFA®) and a Certified Fund Specialist (CFS) and will handle all your investment advice and insurance sales.