Jamie Greenleaf, AIF® , CBFA , C(k)P®, CHSA
Jamie Greenleaf is a senior vice president for OneDigital’s Retirement + Wealth division. She has spent her entire professional career helping retirement programs and public funds. Jamie provides consulting services in all areas of plan management and oversight, including plan design, fees and services benchmarking, investment management selection and monitoring, fiduciary and regulatory compliance, investment policy design, and financial education to many Fortune 500 and publicly traded companies, nonprofit entities and public agencies.
She is an adjunct lecturer in the Plan Sponsor University certification program for UCLA’s Anderson School of Business-Executive Education. Greenleaf holds a BA in Business Administration from Delaware Valley College, is a Registered Financial Advisor and is Life insurance licensed.