Jeanne Masa

Project Portfolio Manager/BPI Lead
Jeanne Masa

Jeanne joined Gresham in 2010, having spent over 14 years in the financial industry with experience in client service, operations and technology. She is responsible for managing Gresham’s project portfolio, including coordinating the sequencing and execution of projects, creating project plans, maintaining project communication, analyzing and improving current business processes, and specifying/maintaining systems solutions. She also provides guidance for quality assurance of client portfolio data and reports.

Jeanne was a Business Analyst Consultant prior to joining Gresham and held Series 7, 63, and 65 licenses during her years in the brokerage industry at Morgan Stanley and RBC Wealth Management.

  • B.S., Computer Information Systems, DeVry University
  • Certificate of Project Management, DePaul University
  • Personal Interests: Floral design, jewelry making, photography, and reading
Jeanne Masa
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