Previously, Jamie was an Associate Client Manager at Milliman, Inc. in the firm's Retirement Plans Group. Her retirement plan work extends to Phillips and Company, where she was an Operations Specialist serving 401(k) plans and plan participants. She was also charged with firm-wide training on new policies and procedures. At Wells Fargo Advisors, Jamie was Operations Manager, overseeing an operations team that spanned three offices. She began her career at A.G. Edwards & Sons as a cashier.