Jessica Alpers joined the WealthShield Partners, LLC ® team in November of 2022 as the Manager of Operations. Jessica's responsibilities at WealthShield Partners include the implementation of compliance policies and procedures, client account opening and maintenance, and back- and middle-office administration. Jessica has held various roles in the financial services industry and has found that her passion lies in operational leadership. Throughout her career, Jessica has always prioritized integrity and client service.
Before joining WealthShield Partners, Jessica served as the Manager of Operations at an RIA located in Chapel Hill, North Carolina. Jessica was responsible for all client service management tasks in this role, including account opening and account maintenance. In addition to providing client service, Jessica managed all of middle- and back-office needs of her firm. Jessica has a strong background in relationship management and enjoys being the "right hand" to the advisors she supports.
Jessica's experience in the RIA space and her knowledge of operational systems provides her with the extensive background necessary to fully support the WealthShield Partners team.
Originally from Nevada, Jessica is a graduate of the University of Nevada, Reno, where she majored in both Finance and Economics. Jessica has also completed the Director of Operations certification through the women-focused DOO program called the Ops Authority in March 2023. She hopes to incorporate her newly-learned skills in project management, human resources, and effective communication practices into her role with WealthShield Partners®. Jessica lives in Holly Springs, North Carolina, with her husband and their beloved dog, Boone.