Jeanette Carey is the Director of Client Services 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. She also serves as the Secretary for the Roxbury Public Library Board of Trustees.
Jeanette earned her degree from Montclair State University, and resides in Succasunna with her husband and daughter.