Branch Client Services Associate
(918) 858-2817 | email@example.com
Jessy Wolf is a Client Services Associate who joined our team in June 2014. Her duties include establishing accounts, processing rollovers and transfers, sending distributions and overall account maintenance. She also assists the financial advisors with daily tasks and projects.
Jessy grew up in Sperry, Oklahoma and is a proud graduate of The University of Oklahoma with a degree in Social Enterprise. She looks forward to continuing her studies at OU by completing a Master’s Degree in Business Administration.
Jessy is a member of the First Baptist Church of Sperry and enjoys spending time with family and friends, attempting various types of projects, and attending OU sporting events.