As a Senior Client Account Specialist, Corinn works closely with clients to execute account paperwork, track progress on financial planning to-dos, and help ensure all client needs are fulfilled in a timely and efficient manner. She coordinates functions across various internal teams, prepares custom documents and presentations, and proactively monitors client accounts. Corinn delights in providing exceptional client experiences that drive long-term satisfaction and client relationships.
“When I think of advocacy, I think of the golden rule, ‘Do unto others as you would have them do unto you.’ Being an advocate means showing sincere care and respect for those we serve and those we serve with.”
Corinn has more than 30 years of experience serving in a client service role in the financial services industry. Prior to joining JNBA in 2017, Corinn worked at Wells Fargo Wealth Management.
In her free time, Corinn enjoys spending as much time outside as possible. Her favorite activities are those spent with family and friends, new experiences, and meeting new people. She has also tried adventurous activities such as skiing, rock climbing, and skydiving.