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@plantemoran.com
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1 phone found area 313
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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, 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.
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AeroLeads found 1 current-domain work email signal for Jessica Willis. Compare company email patterns before reaching out.
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.
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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.
TrusteeSales and Marketing, Bylaws, Nominating
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.
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.
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.
Institutional Real Estate Investments - Consulting and Investor Syndication Market research & consulting for institutional investors, pension plans, family offices & endowments.
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Jessica Willis works for pocketnest.
Jessica Willis is listed as Saas Fintech Software Founder & CEO, Pocketnest | MBA Loyola Chicago | University of Michigan | CFP | CPWA at pocketnest.
AeroLeads has found 1 work email signal at @plantemoran.com for Jessica Willis at pocketnest.
AeroLeads has found 1 phone signal(s) with area code 313 for Jessica Willis at pocketnest.
Jessica Willis is based in Detroit Metropolitan Area, United States, United States while working with pocketnest.
Jessica Willis has worked for Pocketnest, Mt. Elliott Meca Endowment, First Independence Bank, Pointe Capital Management, and Plante Moran.
You can use AeroLeads to view verified contact signals for Jessica Willis at pocketnest, including work email, phone, and LinkedIn data when available.
Jessica Willis holds Mba, Economics, International Business from Quinlan School Of Business, Loyola University Chicago.
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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