Kochis Fitz

 

Jessica joined Kochis Fitz in 2004. Prior to joining the firm, she worked at Charles Schwab & Co for six years where she gained extensive experience in a variety of investment operations. Before that, Jessica worked at the EPA and at a high-tech consulting firm.

At Kochis Fitz, Jessica assists with establishing and maintaining client portfolio accounts, including establishing new accounts, transferring assets, executing transactions, quarterly performance reporting, and processing various other client transactions.