A Little About
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more about us and how we’re dedicated to
helping you and your team succeed.
CFA, CIPM - Partner
Co-founder, keeper of employee experience, and accountability guru. Jocelyn has 13 years of experience in the financial services industry. She is passionate about client service and project management and has worked with some of the world’s largest financial institutions. After serving as a Manager at Ernst & Young, Jocelyn switched gears to become a mother, but her heart could never fully leave her professional career behind. Helping start Longs Peak was one of the best decisions she has ever made as she loves leading the firm’s internal initiatives, challenging the executive team to meet and exceed goals, and helping develop our team of GIPS standards superstars.