JODI WEIGHT

DIRECTOR OF CLIENT EXPERIENCE

As Director of Client Experience, Jodi is typically the first to greet clients as they walk into the office. She also answers their calls, responds to requests, scans documents, and helps ensure data is securely entered and organized. She appreciates being part of a team working toward the same goal of providing the tools that clients need to attain their financial dreams.

With a Bachelor of Science in Business Administration, Jodi has been working in the financial services industry for over a decade. During that time, she honed an early love for numbers into a proficiency with a range of software platforms and technical skills. She always welcomes new technology and skills, as she enjoys expanding on her knowledge and implementing more efficient and effective tools. She also welcomes talking with our clients and getting to know them on a more personal level.

Outside of the office, the Orangevale resident has a passion for the culinary arts. She enjoys just about every type of cuisine and loves to learn and discuss all their variations. She is also a big sports fan, with basketball being on the top of her list for playing and football for watching. Jodi loves time with family, and one of her favorite destinations is Yosemite with her girls.

Education and Certifications

• B.S. in Business Administration, California State University, Sacramento

Contact Jodi

Phone: (916) 797-3007
Email: jodi@parkshorewealth.com