
JESSICA METSO, RMA
®
DIRECTOR OF OPERATIONS
Jessica manages the firm’s internal systems and all back-office operations, ensuring they operate securely and efficiently. She supports clients through the onboarding process, ensuring accurate and timely processing of all documentation. She leverages her industry knowledge to provide a smooth onboarding experience while maintaining efficiency and precision in daily operations.
Her expertise extends to software management where she ensures seamless system integration and data flow across multiple platforms, enabling the firm to dedicate their time to serving clients’ needs.
Jessica is originally from Finland and grew up here in the States. She graduated Summa Cum Laude from the University of Georgia, Terry College of Business, with a BBA in Finance and is an alumnus of Delta Sigma Pi.
She resides in Charlotte, North Carolina with her husband and enjoys cooking, traveling, and hiking.