Jessica E. Stevens

Investment Operations Manager

Jessica Stevens is an Investment Operations Manager at Asset Strategy Consultants. She has over 20 years experience in the financial services industry. Jessica was the Director of Client Service at Sandy Patrick, CFP/First Allied Securities, where she assisted private wealth clients with various servicing needs.  She was previously at TIAA, assisting the Field Consulting Group where she was involved in coordinating client meetings at various institutions for one-on-one counseling. She helped build valuable relationships with the institutions through constant communication and coordination of events. She later supported the Wealth Management Group at TIAA where she assisted multiple advisors and their high net worth clients. As the Investment Operations Manager, her focus is on providing client service to the institutional clients, along with coordinating their complex investment transactions.  She routinely handles alternative subscription documents, manages capital calls, processes trades, and coordinates various money movement logistics for each client

Jessica earned a Bachelor of Science in Finance from the University of Wyoming.