Jeanne LeonOnboarding Specialist
How Jeanne Can Help You
As the Onboarding Specialist, Jeanne focuses on making sure our client’s transition to Berman Capital Advisors is seamless.
What Makes Jeanne Knowledgeable
Jeanne joined Berman Capital Advisors as an Onboarding Specialist in March 2017. Previously, Jeanne was an Account Specialist, Analyst on the Alternative Fund Services team at Deutsche Bank. Prior to Deutsche Bank, Jeanne spent almost six years as a Junior Client Relationship Manager at a Registered Investment Advisors in midtown New York where she managed the daily needs for multiple high net worth family accounts.
Jeanne earned her Bachelor of Business Administration degree with a focus in Finance from Baruch College – Zicklin School of Business in 2012.
Getting to Know Jeanne
Jeanne and her husband, Mark, live in Johns Creek with their daughter, Olivia, and dog, Hope. In her spare time, Jeanne enjoys volunteering, DIY projects, cooking, writing, and spending time with her family.