![091221_HDR_bio_jana](https://vanweeldengroup.com/vw/wp-content/uploads/091221_HDR_bio_jana.jpg)
As Client Service Manager, I handle the day-to-day operations of money movement based on direct communication with clients for money transfer requests, deposits, and various details relating to their accounts. I coordinate and track all new business applications, as well as maintain client files, databases, and advisor licensing in each state. I love the small-family setting of our office and the fact that our team works so well together!
![091221_jana](https://vanweeldengroup.com/vw/wp-content/uploads/091221_jana-300x300.jpg)
Professional Background.
Jana brings 28 years of professional experience in the financial services industry to her position as Client Service Manager. Jana was a key team member of a firm that serves both institutional and high-net-worth clientele and offers a variety of investment management strategies. Jana specifically coordinated projects, managed various databases, and met specific deadlines on a regular basis. In her free time, Jana enjoys being active outside, boating, venturing out on motorcycles, and shopping for antiques.
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“We make a living by what we get, but we make a life by what we give.” — Winston Churchill