Contact
21+
Years of
Experience
Jane Winiecki
team page

Jane Winiecki

Client Service Specialist

Tampa, Florida

813-934-6235

Responsibility

Jane uses her remarkable work ethic and attention to detail to provide exceptional ongoing client support. Her responsibilities include processing client service requests, assisting with the movement of funds and equities, addressing and resolving routine and non-routine client inquiries and opening new accounts. She works hard to build and maintain client confidence and takes pride in providing the highest level of customer service.

Prior
Positions

  • 16+ years at Wells Fargo Bank (with 6+ years in Private Wealth Management, 5+ years in Wholesale Commercial Real Estate and 5+ years in Agency Services)
  • 1+ years at Bank of America in Credit Services
  • Assistant Credit Manger managing accounts receivables for 12 locations

Credentials

  • Financial Services Professional for 20+ years
  • Graduate of the Florida Bankers Association Florida Trust & Wealth Management School
  • Associate's Degree in General Studies

Personal
Profile

Jane is a former flight attendant. She and her husband Tony love to explore new cities and destinations, with cruises and beach destinations at the top of her list. When she is not traveling, she likes to spend quality time with family and friends. Born and raised in Pittsburgh, PA, she grew up watching and attending hockey, football, and baseball games. She still enjoys sporting events today as she often travels out of state to see new stadiums with her husband.

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