Senior Associate, Platform Operations
Jemma Goerdt is a Senior Service Associate, Platform Operations, who works with our Network Partners providing support during onboarding and ongoing maintenance within service and billing. Prior to joining Dynasty, she worked as a Business Support Analyst at Carillon Tower Advisers, Inc (a subsidiary of Raymond James Financial), generating quarterly performance reports, sales proposals, marketing proposals, and custom RFPs. She played a significant role in implementing data automation workflow processes for Carillon’s investment strategies’ performance data and AUM/AUA data, streamlining the firm’s performance reporting process. Jemma graduated from Minnesota State University, Moorhead, with a BS in Business Administration – Management. In her free time, she enjoys traveling, going to the beach, and spending time with family.