As the Operations Manager, Jaimee's primary focus is overseeing all client operations, account administration, custodial relationships and money flow activity. She also works to improve and streamline the team's service model and operation systems. She maintains existing client relationships by processing client requests, resolving client inquiries and ensuring key client information and documentation are up to date. She delivers quality, high-level solution-oriented service to our clients and is passionate about helping clients build and protect their wealth.
Jaimee joined The Lerner Group in the spring of 2020, bringing valuable experience and skill to the team. She has over 15 years of experience in the finance industry and spent the majority of her career at Morgan Stanley. Jaimee graduated from the University of Iowa with a bachelor's of business administration in marketing. She holds the FNRA 7 and 66 and the IL Life & Health Insurance Product License.
Jaimee and her husband, Chris, reside in Glenview with their three children, Lexi, Ashlyn and Grayson. She enjoys spending time with her family, traveling and cooking in her spare time.