JILL ASAD, MBA

Client Services Specialist
“I believe the most meaningful work happens behind the scenes, through reliability, trust, and thoughtful support.”

PROFESSIONAL HIGHLIGHTS

  • More than two decades of experience in the financial services industry
  • Most recently served as Senior Quality Assurance Administrator at Wells Fargo, supporting investor claims, remittance activity, reconciliations, reporting, and audit functions within mortgage servicing
  • Career grounded in operational accuracy, regulatory compliance, and cross-functional collaboration
  • Focused on the behind-the-scenes reliability and thoughtful support that strengthen long-term client relationships
  • Holds an MBA with an emphasis in International Business from Washington State University and a BA in Business Administration (Finance concentration, Accounting minor) from Grand View University

23

Years of Experience in the Industry

A FAMILY OFFICE BUILT FOR DEFINING MOMENTS

Purposeful investing and Family Office leadership that protects your continuity across generations.