As a Senior Accountant Services Associate at Beacon Pointe Advisors, Jolene Avila has successfully managed and maintained client accounts, demonstrating exceptional knowledge in financial planning and investment strategies. She has consistently provided excellent customer service, resolving complex issues and ensuring client satisfaction. Her expertise in accounting principles and financial regulations has greatly contributed to the firm's success. Jolene has also shown great leadership skills, mentoring junior staff and playing a key role in team projects.More...