Jeanne's Bio
Jeanne Veeneman
Executive Assistant
Jeanne serves as the cornerstone of Yes Wealth Management, connecting our clients and team seamlessly. She oversees the office’s operations, including scheduling, documentation, and maintaining client records and portfolios. Jeanne’s dedication to fostering positive relationships ensures a welcoming and efficient experience for everyone.
Experience
- Bachelor of Arts in Finance from University of St. Thomas
- Expertise in facilitating seamless communication between clients and staff
- Experienced in providing exceptional administrative support to build and maintain strong client relationships
- Skilled in overseeing portfolio updates and documentation, ensuring precision and compliance with industry standards