Julianne Jeffrey

Julianne Jeffrey, Client Service Manager at Ensemble Capital

Julianne Jeffrey is the Client Service Manager at Ensemble Capital, a wealth management firm based in the San Francisco Bay Area.12 In her role, she acts as a liaison between the leadership and Client Service Advisory teams to implement projects, develop, manage, and update clear and effective processes.1

Prior to joining Ensemble Capital, Julianne was an Operations Manager overseeing the Operations Team and Alternative Investments process at Parallel Advisors.1 She holds a BA in Psychology from Illinois Wesleyan University.1

Some key facts about Julianne Jeffrey:

• Her LinkedIn username is juliannejeffrey3
• She has been with Ensemble Capital since September 20223
• In her current role, she leads an Advisory Team of 4 Financial Advisors with project management responsibilities3
• She resides in the San Francisco Bay Area13
• When not working, she enjoys walking by the ocean or in nature, wine tasting, and travelling the world to experience new places and cultures1