Jerrod Smith
Client Services Assistant contactus@kooman.com
Jerrod is responsible for preparing timely client reviews and portfolio reporting. He manages our wealth planning software used to create and customize comprehensive financial plans for our clients. He manages the data to provide Retirement Cash Flow Analyses and other dynamic reports for client meetings. In addition, he prepares account reviews and gathers all necessary data for client meetings.
Jerrod also maintains our Advent Axys software, which will ultimately help us develop a simpler, more effective reporting system for clients. Jerrod, from Huntingdon, is a Graduate of Juniata College, with a degree in Business. Jerrod and his wife, Elise, live in Huntingdon, with their son and daughter.