Her primary responsibility is to support sales and planning operations across more than a dozen firms. This includes extensive support for financial advisors, consultants, and the paraplanning division. Prior to this, Jocelyn served as an Inventory Analyst, where she managed operations across five branches of a major corporation.
She has also excelled as a Senior Paraplanner for retirement planning and financial planning firms in Australia.
She holds a degree in Accounting Technology.
This is her LinkedIn profile.