Jamie Achenbaugh is Senior Associate, Client Service for Aaron Wealth Advisors. Jamie supports the firm’s advisors and investment team in client service, consulting projects, and account processes. She maintains the highest-quality communication and service provided to clients, advisors, custodian firms, and money managers.
Before joining Aaron Wealth, Jamie spent 7+ years at Curi Capital, where she played a pivotal role in enhancing client service operations. As Client Service Operations Manager, she led key projects, ensured CRM data integrity, and developed streamlined workflows that increased efficiency. Jamie also crafted standard operating procedures and provided training for client service associates supporting the firm’s client advisory teams. Throughout her tenure, she took on additional responsibilities as Training and Development Manager, Private Client Operations Specialist, and Client Service Associate.
Jamie holds a Bachelor of Science in Apparel Merchandising and Design from Iowa State University. She initially pursued a career in the fashion industry in New York before returning to the Midwest and transitioning into the finance sector. Outside of work, Jamie enjoys spending quality time with her family, staying active, following the latest fashion trends, and eating good food.