Jessica Willis Email and Phone Number
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Jessica Willis personal email
Jessica Willis phone numbers
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)
Pocketnest
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Founder & CeoPocketnest Jan 2018 - PresentDetroit, Michigan, UsSaaS, 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
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Board TrusteeMt. Elliott Meca Endowment Jan 2020 - PresentTrusteeSales and Marketing, Bylaws, Nominating
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Next-Gen Board Of Advisor MemberFirst Independence Bank Jan 2020 - Aug 2023Detroit, Michigan, UsFirst 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. -
Executive DirectorPointe Capital Management Nov 2013 - Dec 2017Providing 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.
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Senior AssociatePlante Moran Nov 2004 - Oct 2013Southfield, Michigan, UsWealth 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 -
Research AssociateMacgregor Associates, Chicago Mar 2001 - Oct 2004Institutional Real Estate Investments - Consulting and Investor Syndication Market research & consulting for institutional investors, pension plans, family offices & endowments.
Jessica Willis Skills
Jessica Willis Education Details
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Quinlan School Of Business, Loyola University ChicagoInternational Business -
University Of MichiganBachelor Of Science - Bs
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Universidad De SalamancaCulture
Frequently Asked Questions about Jessica Willis
What company does Jessica Willis work for?
Jessica Willis works for Pocketnest
What is Jessica Willis's role at the current company?
Jessica Willis's current role is Saas Fintech Software Founder & CEO, Pocketnest | MBA Loyola Chicago | University of Michigan | CFP | CPWA.
What is Jessica Willis's email address?
Jessica Willis's email address is je****@****ran.com
What is Jessica Willis's direct phone number?
Jessica Willis's direct phone number is +131388*****
What schools did Jessica Willis attend?
Jessica Willis attended Quinlan School Of Business, Loyola University Chicago, University Of Michigan, Universidad De Salamanca.
What are some of Jessica Willis's interests?
Jessica Willis has interest in Art Of Leadership Foundation, Children, Detroit Passport To The Arts, Advisory Board 2006 2007, Huntington Woods Cooperative, Partner Morning Volunteer, Cornerstone Charter Schools, Participant.
What skills is Jessica Willis known for?
Jessica Willis has skills like Investments, Real Estate, Mutual Funds, Strategy, Estate Planning, Portfolio Management, Wealth Management, High Net Worth Individuals, Investment Strategies, Finance, Investment Management, Securities.
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