Company's 401(k) Plan.
01 January 2011
Jamie Sweeney serves in an administrative capacity to both Smart Investor’s Asset Management Department and individual clients. She is also the consultant to members of the California Correctional Peace Officers Association union regarding their legal plan benefits. In her role with CCPOA, Jamie takes an active role in assisting the membership with any member benefit questions or issues.
Jamie joined the Smart Investor team in 2004, bringing with her many years of financial services experience. Prior to joining the firm, Jamie was able to experience the blessing of being an at-home mom to her three children, which helped her attain the valuable life skills of carpet stain removal and kindergarten carpool on Tuesdays. She also spent four years working for Franklin Templeton’s quality control department as an assistant supervisor of deposits and payments.
A resident of Roseville, Jamie enjoys exercising and participating in crafts with her children. During the holiday season, Jamie also contributes in a volunteer capacity to the annual California Correctional Peace Officers Association Shriner's Hospital event, visiting children at the Shriner’s Hospital. Jamie feels strongly that touching the life of even just one child is the most valuable and rewarding gift you can ever receive.
Jamie is a dedicated member of the Smart Investor team. It is her personal mission to greet each day with a smile, one that will shine through when communicating with SI clients and CCPOA members.