Introduction
Jessica’s background spans wealth management and financial, legal, and professional services.
Jessica Falsis is an experienced client management and operations professional whose background includes more than 20 years supporting executives, clients, and organizations across wealth management, financial services, legal, and professional services environments. Prior to joining Ashurst Perkins Coie Trust Company, Jessica served as HR and office operations lead and client manager at Soundmark Wealth Management, where she managed client relationships, day-to-day operations and human resources. Her career also includes more than a decade of experience in the legal field holding executive support, office management, and senior paralegal roles.
Education & credentials
- Soundmark Wealth Management, Client Manager, Human Resources and Office Operations Lead, 2017-2024
- Bristlecone Advisors, Client Manager and Human Resources Manager, 2016-2017
- Oak Street Law Group, PLLC, Office Manager, 2014-2016
- CASE Forensics, Office Manager, Paralegal and Executive Assistant, 2012-2014
- Law Office of Mark C. Wagner, Senior Litigation Paralegal and Executive Assistant, 2003-2012