Jodye GreenClient Service Associate
As a member of the Family Office Team, Jodye serves as a point person for clients, addressing their daily needs. She is responsible for supporting and enhancing client relationships to ensure each receives a personalized, customized Pitcairn experience. She also plays a key role in helping new clients transition to Pitcairn. Jodye works closely with the Wealth Management, Fiduciary Services, and Operations teams to ensure client transactions are executed accurately and efficiently. She also acts as a liaison to the custodian, Pitcairn’s internal Operations, IT, and Tax departments, and corresponds with external advisors.
Before joining Pitcairn, Jodye was a Purchasing Coordinator for Lennar Homes in Wayne, PA and for Toll Brothers in Horsham, PA. In these positions, her responsibilities included serving as the liaison between the purchasing and construction teams, onboarding new team members, and confirming all data prior to new home starts. She also tracked cost and contract information and assisted with contract development.
Jodye completed the Principles of Fundraising course offered by Villanova University’s School of Professional Studies.
Jodye believes the only thing better than relaxing on the beach is playing in the kitchen where she loves to bake for her daughter and cook fabulous holiday dinners just like her mom used to do. She recently mastered the perfect shrimp risotto and looks forward to her next kitchen challenge. A Philly girl at heart, Jodye follows all Philadelphia sports teams and loves spending an afternoon at a Phillies game.