Jamie Zupp

I bring over five years of experience in the financial services industry, with four of those years dedicated to supporting clients at Alta Wealth Partners. As a Client Experience Associate, I serve as a primary point of contact and aim to foster trust, deliver responsive service, and ensure each interaction is meaningful and positive.

I earned a Bachelor of Professional Studies in Business and Management from Excelsior University and have a strong background in understanding client needs and expectations and aligning internal teams to deliver tailored solutions. My key responsibilities include building long-term client relationships, addressing inquiries and concerns, and continuously improving the client experience through feedback and collaboration. Recently, I passed the Securities Industry Essentials (SIE) exam, taking an important step toward FINRA registration and continued professional growth.

Outside of the office, I enjoy traveling to new places, embracing different cultures, and spending quality time with my French Bulldog.