Jessica Kaufman
With a robust background in compliance and supervision, Jessica Kaufman brings over six years of experience in the investment industry to CIMA FRC. Her expertise is demonstrated through meticulous email surveillance, comprehensive Annual Compliance Reviews, and adept management of client files to ensure regulatory compliance. Jessica's proficiency extends to the thorough review of advisory accounts, ensuring suitability and regulatory adherence. Her educational foundation in International Business and Trade and her bilingual fluency in Spanish and English position her as a dynamic and versatile asset to the team. Jessica's commitment to excellence is evident through her rigorous approach to maintaining industry standards and proactive engagement in ongoing professional development.
Beyond her professional life, Jessica finds joy and balance in her personal life. She is a devoted wife and mother of two boys, Cameron and Logan, and shares her home with three beloved dogs. Her passion for fitness and baking is a testament to her well-rounded character, embodying a blend of discipline, creativity, and nurturing care, which she undoubtedly brings to her professional and familial endeavors.
