Jessie brings more than 10 years of financial services experience to Sequoia, having spent most of that time in client-facing roles where she learned the importance of clear communication and genuine collaboration. As an M&A Integration Operations Specialist, she leads the operational workstreams that bring newly acquired firms into Sequoia, coordinating everything from client and advisor transitions to custodial arrangements and systems integration.

What energizes Jessie most is the cross-functional nature of M&A work: partnering with teams across the organization and helping colleagues from acquired firms feel supported as they join Sequoia. She holds a Bachelor of Arts in communication studies from Cleveland State University.

Jessie lives in Columbia Station, Ohio, with her husband, baby, and golden retriever. Outside of the office, she enjoys shopping and trying new restaurants and cafes.