Jessica joined Alpha Pension Group in 2021 and oversees internal workflows to ensure plan action items are managed effectively through the CRM system. Jessica also maintains Alpha’s secure document repository containing critical client material, such as meeting minutes, quarterly investment reports, investment policy statements and benchmark reports. Jessica’s diligence and communication skills are paramount to her current role as she ensures Alpha’s database systems enable the team to provide accurate, timely and valuable information to their clients to assist them in satisfying their fiduciary responsibilities and offer a competitive retirement benefit to their employees.
Prior to Alpha, Jessica worked as an independent stylist for six years working individually with customers on their specific needs and requests.
Jessica loves spending time with her three children enjoying their activities and together in constant search for the sun either on the slopes, a trail, or the water.
Syracuse University, B.S. Retail Management and Consumer Studies