Jamie Iversen

Associate

Jamie is an Associate in the Robertson Stephens Portland office. Jamie’s background – spanning various client service, operations, compliance and cash management roles – has given her tremendous leverage as a client service specialist, bridging the operations and client service roles at the firm.

Prior to Robertson Stephens, Jamie was the Client Service Team Lead, overseeing the operations function at Rain Capital, focusing on data management, process efficiency, reporting, and trade execution. She also supported the firm’s compliance function as well as ad hoc analytics support. Previously, Jamie was an Associate Client Manager at Milliman, Inc. in the firm’s Retirement Plans Group. Her retirement plan work extends to Phillips and Company, where she was an Operations Specialist serving 401(k) plans and plan participants. She was also charged with firm-wide training on new policies and procedures. At Wells Fargo Advisors, Jamie was Operations Manager, overseeing an operations team that spanned three offices. She began her career at A.G. Edwards & Sons as a cashier.

Jamie holds a B.S. in Business Administration from the University of Oregon. She loves traveling, reading a good mystery novel, and walking her dog.

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