Joined Northern Trust
- B.A. in Economics and Psychology from the University of Washington
- Juris Doctor and LL.M in Taxation from the University of San Diego School of Law
As a Client Advisor, Jesse manages high-net worth client relationships, and provides thoughtful advice on estate planning, wealth transfer techniques, and administration.
Prior to joining Northern Trust, Jesse worked at U.S. Trust (now Bank of America Private Bank) and Charles Schwab Trust Company. At U.S. Trust, Jesse worked as an Analyst in the Wealth Strategies group, which is responsible for advising high-net worth clients on wealth transfer techniques, and other tax related matters. While at Charles Schwab, Jesse was a Sr. Manager of Trust Onboarding.
Jesse is a member of the California Bar Association.