Jessica Nguyen is a senior client analyst for CIBC Private Wealth in San Francisco with over 5 years of industry experience. In this role, she works closely with senior relationship managers to provide analytical and investment performance reporting, as well as client portfolio and allocation analysis for high-net-worth individuals, families, and foundations.

Prior to joining the firm, Jessica was a senior fund accountant at Willet Advisors, where she prepared capital calls and recorded distributions with a primary focus on cash management and month-end close.

Jessica earned a Bachelor of Science in accounting and business from California Polytechnic State University, San Luis Obispo and holds the Certified Public Accountant certification in the state of California.