Jeannie Juarez has a high drive for helping others and brings her vast experience to the team from her various operations roles.
Jeannie has over 15 years of Financial Services industry experience, which includes Ameritrade and 2 mid-sized Broker/Dealers where she previously held a series 7 and 24 license. Jeannie has worked in new accounts, transfers and cashiering. Most recently, Jeannie previously managed the Transition Department at a Broker/Dealer for 7 years and has managed a couple hundred Broker/Dealer transitions in her career.
Jeannie’s passion is helping people and making a difference in people’s lives. She enjoys spending time with her husband and her daughter, Lucia. She also enjoys photography, gardening and reading.
Getting to know Jeannie
Favorite food: Mexican
If Jeannie could meet anyone, past or present, it would be: Martin Luther King, Jr.
Hidden talent: Photography
Favorite movie: Butterfly Effect; one small decision can make a major impact on the outcome of your life
What motivates Jeannie: Helping people
Favorite holiday: Halloween through Christmas!
Place Jeannie would most like to visit: Ireland