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Jessica Willis Email & Phone Number

Saas Fintech Software Founder & CEO, Pocketnest | MBA Loyola Chicago | University of Michigan | CFP | CPWA at pocketnest

Location: Detroit Metropolitan Area, United States 6 work roles 3 schools

1 work email found @plantemoran.com 1 phone found area 313 LinkedIn matched

✓ Verified Jul 2026 4 data sources Profile completeness 100%

Current company

pocketnest

Role

Saas Fintech Software Founder & CEO, Pocketnest | MBA Loyola Chicago | University of Michigan | CFP | CPWA

Location

Detroit Metropolitan Area, United States

Who is Jessica Willis? Overview

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Quick answer

Jessica Willis is listed as Saas Fintech Software Founder & CEO, Pocketnest | MBA Loyola Chicago | University of Michigan | CFP | CPWA at pocketnest, based in Detroit Metropolitan Area, United States. AeroLeads shows a work email signal at plantemoran.com, phone signal with area code 313, and a matched LinkedIn profile for Jessica Willis.

Jessica Willis previously worked as Founder & CEO at Pocketnest and Board Trustee at Mt. Elliott Meca Endowment. Jessica Willis holds Mba, Economics, International Business from Quinlan School Of Business, Loyola University Chicago.

Company email context

Email format at pocketnest

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{first}.{last}@plantemoran.com

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AeroLeads found 1 current-domain work email signal for Jessica Willis. Compare company email patterns before reaching out.

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Profile bio

About Jessica Willis

Fintech Founder | SaaS and B2B2C white label for financial enterprises, and employee wellness | Pocketnest financial wellness platform | Certified Financial Planner (CFP) | Certified Private Wealth Advisor (CPWA)

Listed skills include Investments, Real Estate, Mutual Funds, Strategy, and 10 others.

Current workplace

Jessica Willis's current company

Company context helps verify the profile and gives searchers a useful next step.

Pocketnest

Saas Fintech Software Founder & CEO, Pocketnest | MBA Loyola Chicago | University of Michigan | CFP | CPWA

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Company profile

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6 roles

Jessica Willis work experience

A career timeline built from the work history available for this profile.

Founder & Ceo

Current

Pocketnest

Detroit, Michigan, Us

SaaS, white-labeled and user facing, financial wellness software, Pocketnest licenses software to banks, credit union, wealth management and financial professionals and employers to allow them to more efficiently serve their nextgen. * Fast Company, Award: Innovation by Design * Top Fintech, Corporate Insights* Google for StartUps* Top Startup to Work, PurposeJobs* IBM AI Fast Track Accelerator* Celent - Personal Financial Engagement Solutions for Retail Banking* BMO Harris Women in Fintech* Renaissance VC Hotlist* Michigan Female Founder to Know* 1st Place Canadian Fintech Pitch Battle 2021* Endeavor ScaleUp* Detroit Demo Day* Michigan Women Forward* Women on the Rise* Detroit Fintech Challenge* Startup Boost Detroit* Detroit Deal Makers Award* gBETA Gener8or Detroit

Jan 2018 - Present

Board Trustee

Current

Mt. Elliott Meca Endowment

TrusteeSales and Marketing, Bylaws, Nominating

Jan 2020 - Present

Next-Gen Board Of Advisor Member

First Independence Bank

Detroit, Michigan, Us

First Independence Bank created a new opportunity to empower the leaders of tomorrow by exposing them to operations within the banking industry, corporate and community engagement, as well as leadership development. The First Independence Bank Next-Gen Board of Advisors includes 13 Metro Detroit leaders who represent diverse industries to contribute to the vision of the bank. Jessica's involvement on the board includes leading the finance and technology sub-committees.

Jan 2020 - Aug 2023

Executive Director

Pointe Capital Management

Providing investment related services including portfolio design, implementation and management, security selection and investment strategy for high net worth individuals, families, trusts and institutions. In addition to client service, experience includes business development and management of internal and external communications.

Nov 2013 - Dec 2017

Senior Associate

Plante Moran

Southfield, Michigan, Us

Wealth management services to high net worth individual, family and trust clients; including asset allocation and risk tolerance, portfolio construction, investment manager selection, income taxation planning and multi-generational strategic estate planning. - Personal Tightrope Action Committee- Women in Leadership Initiative- Plante Moran Financial Advisors’ Shadow Investment Committee- Emergency Economic Stabilization Act - Cost Basis Research Committee 2008

Nov 2004 - Oct 2013

Research Associate

Macgregor Associates, Chicago

Institutional Real Estate Investments - Consulting and Investor Syndication Market research & consulting for institutional investors, pension plans, family offices & endowments.

Mar 2001 - Oct 2004

3 education records

Jessica Willis education

Mba, Economics, International Business

Quinlan School Of Business, Loyola University Chicago

Bachelor Of Science - Bs

University Of Michigan

Summer Study Abroad Programs In 1997 And 2000, Language, Literature, Culture

Universidad De Salamanca

FAQ

Frequently asked questions about Jessica Willis

Quick answers generated from the profile data available on this page.

What company does Jessica Willis work for?

Jessica Willis works for pocketnest.

What is Jessica Willis's role at pocketnest?

Jessica Willis is listed as Saas Fintech Software Founder & CEO, Pocketnest | MBA Loyola Chicago | University of Michigan | CFP | CPWA at pocketnest.

What is Jessica Willis's email address?

AeroLeads has found 1 work email signal at @plantemoran.com for Jessica Willis at pocketnest.

What is Jessica Willis's phone number?

AeroLeads has found 1 phone signal(s) with area code 313 for Jessica Willis at pocketnest.

Where is Jessica Willis based?

Jessica Willis is based in Detroit Metropolitan Area, United States while working with pocketnest.

What companies has Jessica Willis worked for?

Jessica Willis has worked for Pocketnest, Mt. Elliott Meca Endowment, First Independence Bank, Pointe Capital Management, and Plante Moran.

How can I contact Jessica Willis?

You can use AeroLeads to view verified contact signals for Jessica Willis at pocketnest, including work email, phone, and LinkedIn data when available.

What schools did Jessica Willis attend?

Jessica Willis holds Mba, Economics, International Business from Quinlan School Of Business, Loyola University Chicago.

What skills is Jessica Willis known for?

Jessica Willis is listed with skills including Investments, Real Estate, Mutual Funds, Strategy, Estate Planning, Portfolio Management, Wealth Management, and High Net Worth Individuals.

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