Job Description - Ilene is JFA’s client service team liaison, assisting the office team and clients with various transactions such as processing account transfers, disbursements, new accounts, account maintenance, and fund exchanges. Ilene manages client relationships by supporting advisors to exceed client expectations.
Education – Studied at Evergreen Valley College – Business Economics
Getting to Know Ilene –
Ilene has been in the securities industry since 2002 when she was started as a receptionist at Wachovia Securities. She then worked her way up to become an Operations Specialist, where she worked cohesively with senior management. In 2008, Ilene joined Morgan Stanley as a Service Associate where she maintained operational duties for complex branches. In turn, this lead to a position as a Client Service Associate supporting multiple financial advisors and their clients.
Ilene enjoys the great outdoors with her husband and daughter, either at the beach, camping, boating, or for a simple bar-b-que at the park with family and friends. She loves tropical weather, beaches, and her favorite season is summer. She also loves to cook for other people and to see their reaction to her concoctions. Ilene is fluent in Khmer.
- Favorite holiday: 4th of July
- Favorite movie: Avatar
- Favorite food: Seafood
- Biggest accomplishment: Raising my daughter
- Place Ilene would most like to visit: My place of birth, Cambodia, and anywhere that is tropical with beaches
Why Ilene likes working at JFA – “I enjoy working at Johanson Financial Advisors, Inc. because my colleagues come from an array of backgrounds and with their expertise, I can utilize their skills and knowledge and grow from it. At Johanson Financial Advisors, we work cohesively together as a team to execute and deliver our clients’ needs, goals, and ensure expectations are met by going above and beyond the call of duty. We at Johanson Financial Advisors, Inc. are not just colleagues but more so an extended family.”