Jamie Iversen

Jamie

Jamie's background - spanning various client service, operations, compliance and cash management roles - has given her tremendous leverage as a client service specialist, bridging the operations and client service roles at the firm.  Jamie oversees the operations function at Rain Capital, focusing on data management, process efficiency, reporting and trade execution.  She also supports the firm's compliance function as well as ad hoc analytics support.

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.

Education

  • B.S., Business Administration,
    University of Oregon

Experience

  • Milliman Inc. - Associate Client Manager, Defined Contribution Analyst
    Retirement Plans Group
  • Phillips and Company - Portfolio Administrator
    Wealth Management Practice
  • Wells Fargo Advisors - Operations Manager
    Investment Services
  • A.G. Edwards & Sons - Receptionist / Cashier
    Brokerage Division

Contact