Jody M. Nava, Client Operations Specialist
Jody is one of the client services / operations specialists for Sloan Investment Management. Jody joined the Sloan team in 2013 with over 20 years of administrative and operational experience in various industries. She holds a Bachelor of Business Administration from the University of Phoenix. Her role is to aid and build relationships with our clients in a variety of areas as well as to work as a close liaison with our custodian firm, Charles Schwab.
Client aid can be anywhere from routine account-related requests, i.e., cash flows to opening and closing a variety of accounts; from simple individual accounts to more complex accounts requiring the review of legal documentation. She also coordinates and maintains all documentation for new and existing accounts as well as collects data for upcoming client reviews.
She is an active participant in the annual Light the Night campaign to raise awareness and funds for blood cancer research in memory of her father.