Joining the Hartford office in February 2022 to support Innovative Wealth Managers, Jodi has consistently streamlined administrative processes, resulting in improved efficiency and enhanced client experiences. Her responsibilities include collaborating with financial advisors to develop client procedures, managing client correspondence and ensuring policy compliance, maintaining project tracking spreadsheets, and updating the CRM database daily. Jodi's dedication to excellence and attention to detail make her an invaluable asset to the team.
Prior to joining Innovative Wealth Managers, she worked with PNC Business Credit for 17 years as a Senior Business Development Associate, generating and qualifying new leads for the asset-based lending division of the bank.
Jodi earned her BA at Simmons College, Boston, MA as well as studied abroad her junior year of college in Paris, France.
Outside of work Jodi enjoys the beach, kayaking, biking, traveling, walking her dog Fenway, attending her son’s soccer games and being with family and friends.