Jeanie began her career with Fidelity Investments, where she managed corporate advertising, direct mail, and video for Fidelity’s Retail division. While at Fidelity, she developed and executed advertising campaigns that helped the company weather the crash of 1987 and the “mini” crash of 1989. Moving to Fidelity in Luxembourg, she built the direct sales market in Europe, with special emphasis on Germany and France.
Back in the U.S., Jeanie consulted for Charles Schwab and Wells Fargo before becoming vice president of marketing at Montgomery Asset Management in San Francisco. At Montgomery, she built a marketing infrastructure that helped to double assets under management within two years. Her integrated marketing communications strategy included public relations, advertising, direct mail, and shareholder services. She also created the industry’s first interactive website, at the time an untested channel, for Montgomery.
Jeanie was born and raised in Pittsburgh, PA. She received her B.S. from Pennsylvania State University.