Operations and Client Service
Jodi is a multi-faceted part of RockWay Wealth Partners. She accomplishes many aspects in implementing our client services, including direct client communication, account creation & management, money transfers, various client or account-related projects, and other administrative support. Jodi also provides support to RockWay’s business operations in relation to some compliance responsibilities, organizational record keeping, billing, and various other operational duties.
After graduating from Iowa State with a B.B.A in Marketing, Jodi started her career in Chicago with Andersen Consulting, assisting large companies in developing and implementing Information Technology solutions. She then worked with SAFECO Insurance corporation in Seattle, WA as a Manager for corporate systems development teams. Other work experience includes Cap Gemini consulting in Des Moines as a senior consultant. In this role, Jodi helped determine business needs, develop project plans, and provide technology solutions for several financial and insurance corporations.
Outside of work, Jodi has spent many years as a parent volunteer and PTO leader within the West Des Moines School district.