JEANETTE CAREY

Jeanette Carey is the Senior Client Services Specialist at Point View Wealth Management. Her experiences include managing processes, streamlining procedures, trading, revenue projections, compliance, performance analytics, and client relationship management. She has additional demonstrated expertise in process re-engineering, client satisfaction, systems administration, database archivist, cash management and strategic planning. She is adept in communicating with clients on relevant issues and building/ nurturing relationships and is conversant in Spanish and French.

Jeanette has worked for several wealth management organizations including Beacon Trust Company, American Re Asset Management, and Seneca Inc.

Jeanette earned her degree from Montclair State University, and resides in Succasunna with her husband and daughter.

 

Navigation Links

Tell A Friend

Newsletter Sign Up


Contact Info

Point View Wealth Management, Inc.
382 Springfield Avenue, Ste. 208
Summit, NJ 07901-2707
Phone: 800-252-7854 / 908-598-1717
Fax: 419-844-0922
Email: firm@ptview.com
Get Directions