Financial Analyst, Operations Specialist
Milwaukee - WI
Jeanne Simmons is a Financial Analyst and Operations Specialist with Crescent Grove Advisors. She is responsible for assisting a Senior Wealth Advisor in coordinating and implementing financial plans addressing tax planning, cash flow and risk management. Jeanne also is supporting the operations team with the establishment and maintenance of accounts, coordinating transactions and managing the day-to-day workflow for the firm.
Prior to joining Crescent Grove, Jeanne served in a number of investment capacities within BMO Global Asset Management and formerly M&I Investment Management Corp. Over her 24 years with BMO/M&I, Jeanne held administrative management and support positions, was an equity trader, and most recently was a financial analyst working with separately managed accounts across several investment strategies.
Jeanne earned her BS degree in Business Management from Cardinal Stritch University in Milwaukee, Wisconsin. She and her husband, Matt, reside in Franklin, Wisconsin. In addition to supporting and watching her family play baseball and other sports, Jeanne enjoys playing volleyball, hiding out in the peaceful north woods, watching movies and loves traveling with her family.