Jean has over 30 years of experience working in the investment financial industry among both Institutional and high net-worth individuals. She has a background in trust accounting, full revenue cycle management, billing, 401K administration, human resources and employee benefits.
Prior to joining RCG, she gained her many years of knowledge at Voya Institutional Plan Services, Freedom Capital Management, LLC and Freedom Capital Management Corp.
Jean holds a Bachelor of Science in Finance from Northeastern University. She grew up in Wollaston, MA and lives in South Weymouth, MA. She has two young adult children. In her spare time, she loves to garden, head to the beach, visit Cape Cod, walk her dog and spend quality time with her family and friends.
Coastline Trust Company
Robert Gaumont / Chief Investment Officer
SerVus Consulting Group, Inc.
John Kluttz / President
Thomson Reuters ONESOURCE Trust Tax
Art Ridolfi / Executive Sales Manager
Choate, Hall & Stewart
Peter Quigley / Trust Operations Manager