Joined Bell: 2008
Hidden Talent: great conversationalist, storyteller, and comic (as determined by consensus of the Bell Team)
Inspiration: triumph over adversity
Jerene serves as Senior Relationship Manager. She loves her role and loves being part of the Bell Team. After following several career paths and working for a variety of Bay Area firms, she feels she has found at Bell the synthesis of everything she values in a job and business — honesty, ethics, service, humor, and camaraderie.
As a keen observer of people and a determined problem-solver, Jerene takes pride in developing positive relationships with clients, anticipating their needs, and helping them avert potential problems. Her goal each day is to offer innovative solutions to any problems that arise for clients, and to provide superior client service.
Jerene was raised in a rural area of Missouri and received her Bachelor of Science in Education from the University of Missouri-Columbia. She moved to Alameda, California after college to escape the humid summers and snowy winters. There she met her husband, had two daughters, and never looked back. She holds a Series 65 license and in the past held both Series 6 and 63 licenses.
In her free time, Jerene is a voracious reader, and enjoys cooking and entertaining her friends and family. She is a long-time fan of classical ballet and tap dancing. As an adult she took up tap dancing and entertained audiences for over 15 years. She was a long-time volunteer for the Oakland Ballet and Oakland Ballet Academy, where her younger daughter studied dance; and is a passionate supporter of public education and public broadcasting. She also volunteers each year for the Oakland Museum’s White Elephant Sale.
The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More