Facet Wealth
JoDee is a Sales Operations Specialist who’s spent the last decade focused on sales funnel velocity, creating effective pipeline metrics, and adapting CRM platforms for operational excellence. Her expertise includes sales process design and building scalable solutions to drive funnel velocity. Prior to Facet, JoDee worked in a broad range of industries including population health management and biotech.
Education: Southern IL University (BS)
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Facet Wealth
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Facet Wealth provides full financial life management, delivered by a dedicated team led by a CFP ® Professional, to mass affluent households.