I first learned about Integris Wealth Management during the last year of my undergraduate studies, and was amazed at the level of care and attention that was put in to meeting each clients' individual needs. After graduation, I pursued an internship with Integris, which has since evolved to a position of Investment Operations Associate. I am thrilled to be part of such an exceptional team of professionals.
My interest in financial management became apparent later in my education. My early college career was spent in pursuit of a degree in Viticulture, as I spent several years helping to manage and harvest my family's small, Pinot Noir vineyard. I also became Assistant Manager of a local winery which, coincidentally, shifted my focus to business operations and management, and away from winemaking.
With a newfound purpose and direction, I began bookkeeping for two small, local businesses, while pursuing my undergraduate degree. In 2018, I received a B.S. in Business Administration with a concentration in Accounting from California State University, Monterey Bay.
My most enjoyable activities outside of work include spending time with friends and family, hiking with my dog (Murphy), and visiting local wineries throughout Monterey County.
You can contact Jessica at 831-333-1717 or firstname.lastname@example.org.
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