Jamie Bruno Operations Specialist, Advisor Transition Coordinator
Jamie Bruno delights in delivering financial solutions that ideally suit client preferences and meet their needs. In addition to building strong, productive client relationships, she collaborates with Opal’s financial advisors to resolve questions and fulfill requests quickly and effectively.
At Opal, exceptional client relationships are no exception—they’re our standard way of operating. Doing all we can to help people succeed is the best part of the work we do every day.
Before joining Opal, Jamie spent five years closely assisting attorneys as a senior paralegal at the law offices of Meyer Suozzi English and Klein in Garden City, NY.
Jamie holds a Bachelor of Arts degree from Stonehill College in Easton, MA. She went on to earn her paralegal certification with honors from the Hofstra University Paralegal Studies Program. Jamie is a licensed notary public, and is pursuing a Certified Financial Planner (CFP®) designation.
An avid horseback rider, Jamie has enjoyed riding for more than 25 years. She’s competed in numerous national equestrian finals, and was the captain of Stonehill College’s varsity equestrian team. She also loves to travel. Jamie is happily married and delights in spending time with family, friends and her Labrador retriever, Buddy.

Our Team

Jesse Giordano, CFP®, CAP®, RLP®, CBEC®
Financial Advisor, Principal

Lee Korn
Financial Advisor, Principal

Joseph N. Filosa, CFP®
Financial Advisor, Principal

Matthew P. Krouse, CFP®, AAMS®
Financial Advisor

Gino Carollo
Financial Advisor

Chris Clasen, CFA®
Chief Operating Officer, Chief Compliance Officer

Katherine M. Dean, CFP®
Financial Advisor

Nauman Rana
Financial Advisor

Linda M. Ballance
Director of Client Experience, Senior Registered Relationship Manager

Eugenia Kalaitzidis
Senior Client Service Associate

Daniel Gibbons, FPQP™
Client Service Associate

Christine Nardella
Client Service Associate

Brittany Siemer
Marketing Manager

Michelle Chaitan
Relationship Manager
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Jamie Bruno