Jessica Orellana

Senior Transition Specialist

Biography

Biography

Jessica Orellana joined Lido in 2022 as a Senior Transition Specialist, leading a team responsible for providing on-site and remote sales support during an advisor’s transition period including managing the onboarding of new clients. She began her career in Finance with Capital One’s Wealth and Asset Management and Private Banking team in 2011. Originally from New York, Jessica graduated from The State University of New York, where she obtained a B.S. in Business Administration with a minor in Finance. Outside of the office, Jessica serves as a youth group leader for Christ Fellowship Church in Florida, where she now resides with her family. She is very involved in her community, often traveling Internationally for volunteer opportunities that focus on collaborating with local communities.

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