Jeannette is the Client Operations Manager at Foundry Financial, where she ensures smooth operations and exceptional client service. Efficient, well-organized, and detail-oriented, Jeannette is dedicated to optimizing workflows and building strong client relationships.
Jeannette has a Business Degree from Columbia Southern University. Her professional background includes working as an executive assistant for operations leads and business owners, as well as managing environmental contracts as an accounts payable specialist and assistant payroll coordinator. She brings a wealth of experience to the team with her knowledge in human resources, payroll, billing, customer service, accounts payable, and office administration.
Originally from New England, Jeannette moved to Central Florida in 2015. Outside of work, she serves on the board of directors for the Patrons of the Arts and volunteers with Habitat for Humanity through her daughter’s school. In her free time, she enjoys baking, crafting, and spending time with her two children, Zackery and Skyler, who inspire her every day.
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I came to Foundry Financial as a temporary employee for what was supposed to be a thirty-day assignment. The team and I clicked right away, and I knew this was where I wanted to be. I loved the team's commitment to serving clients well, and before long, Kevin offered me a full-time position.
Today, I'm proud to be the bridge between our clients and their advisors. Whether someone is opening a new account, transferring assets, waiting on paperwork, or simply looking for an update, I want them to know they're supported. I believe great service comes from clear communication, responsiveness, and consistent follow-through, making sure clients always understand what's happening and what comes next.
I'm naturally organized and detail-oriented, and I genuinely enjoy building relationships with our clients. I want every client to feel comfortable reaching out, confident they'll receive an answer, and never left wondering where things stand. Every interaction is an opportunity to represent Foundry Financial with professionalism and care, and the level of service our clients deserve.
