Role at Appleton
Jill manages the organization, control, and dissemination of marketing communications for Appleton. She plays a core role in coordinating and overseeing all marketing materials of each product and strategy, acting as liaison between the investment, marketing, performance, client service, and compliance teams. Jill also co-manages the Appleton Corporate Community Program, which is responsible for organizing and managing volunteer and charitable endeavors for the firm and its employees.
Professional Experience
Jill began her career at Appleton in the Operations Department in 2003 before transitioning to her role in Marketing. Prior to joining Appleton Partners, she held a position in client services at CitiStreet, a retirement plan administrator. Jill earned the CFA Institute Investment Foundations® Certificate.
Education
B.A., Boston College
Personal Notes
Jill lives just south of Boston with her husband and two children. In her spare time, she enjoys supporting her kids’ sports teams, baking, reading, and spending time outdoors with her family.
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