Jeanne Apple Operations Manager, The Enterprise Investment Company
Ms. Apple is the Operations Manager for The Enterprise Investment Company and The Enterprise Securities Company. Her responsibilities include creating and monitoring processes for the daily operation of the Investment department and tracking investment accounts and services for both traditional and alternative investment offerings. With an emphasis on providing exceptional customer service to the client, Ms. Apple works closely with custodians, vendors and other outside companies to provide a positive outcome and exceptional client experience. She has over 20 years of experience in insurance, financial and investment services.
Ms. Apple received her Associate, Customer Service and Associate, Insurance Agency Administration certifications from the Life Office Management Association (LOMA). She holds FINRA series 6 and 63 securities licenses and is a Registered Representative with The Enterprise Securities Company. She is also very active in many charitable and volunteer organizations.