Senior Client Service Associate
Jane is the client service associate at The Foundation Investment Group. Jane serves as your contact to assist with any client service needs or concerns.
Previously, Jane was employed as the National Account Representative at Triloma Securities developing relationships, creating marketing campaigns, and organizing the training meetings for advisors to increase brand awareness and product sales. Prior to Triloma, Jane was the National Account Relationship Manager at CNL Securities building relationships with various broker dealers in the alternative investment marketplace.
Jane is married, has two sons and two grandchildren. She enjoys reading, music, movies, traveling, walking, researching ancestry and spending time with family and friends.