Jasmine Mortimer

Client Success Manager & Head of Experience

Professional Journey

My journey at Dalton Financial Partners began in March 2020, when I joined the team as a Receptionist. Over time, a natural passion for client relationships and a drive to grow saw me step into the roles of Client Success Manager and Head of Client Experience.

Each step of that progression has deepened my expertise in financial services, while also giving my creativity room to flourish. What I love most about what I do is the people — every interaction is an opportunity to connect with someone from a different walk of life and leave a genuine, positive mark on their day.

Life Beyond Financial Planning

Outside of work, I cherish time spent with my family and my dog, Sadie. I stay active with Pilates, morning walks, and exploring new recipes in the kitchen. I have a particular fondness for pasta and a glass of red wine, which makes my cooking endeavors even more delightful.

Qualifications

Diploma of Social Media Marketing

RG146 Professional Series