Full name: Jamie Taloumis
A quote / overview of your experience and or a recent accomplishment of yours and what that means to you: I have 15 years of experience working in the financial services industry. I am currently a financial advisor and I work with high-net-worth individuals and families. My passion lies with helping clients invest their money in a sustainable way that closely reflects their values, while also utilizing financial planning to maximize my clients’ impact, legacy, tax savings and retirement success. A recent accomplishment of mine has been being quoted in major publications such as Fortune, CNN, Yahoo Finance, and MarketWatch. This recognition is meaningful to me because it reflects the impact of my work and the opportunity to contribute insights on a broader, more influential platform.
What you’re looking forward to next? I’m looking forward to continuing to grow in my career, expanding my impact across a broader audience and further developing my knowledge. I’m also excited to keep building meaningful connections and learning from the accomplished women within the TWTpday network.
A fun fact: A fun fact about me is that I spent six years—from seventh grade through my senior year of high school— attending a ski racing academy away from home.