Overview
At Aprio, Jandy leads a team of Client Service Associates dedicated to delivering seamless client experiences. She partners closely with advisors and internal teams to coordinate transitions, enhance workflows, and assure accuracy across platforms. Jandy leads strategic efforts in mergers and acquisitions, driving the successful integration of new teams and firms into Aprio’s operations.
Experience
With over 25 years of experience leading client service teams in the wealth management industry, Jandy brings deep proficiency in operational efficiency, technology integration, and relationship management. Throughout this time, Jandy has successfully guided numerous complex transitions, leveraging strong leadership and collaborative skills to deliver personalized solutions. Known for proactive communication and attention to detail, Jandy consistently helps clients and teams navigate change with ease and confidence.
Jandy shares that a rewarding aspect of client service is the personal connection she builds with her clients. It’s essential for her and her team to deliver meaningful experiences for clients by taking a holistic approach and supporting them throughout their financial journey.
Education & Affiliations
Jandy graduated from UMass Boston and completed the Charles Schwab Advisor Services Executive Leadership Program.
Insights
