Jamie Daher joined Clearstead in 2024 and brings over 20 years of experience in the financial services industry to her role as the Director of Process Improvement at Clearstead.  In this position Jamie is responsible for enhancing and designing processes that drive operational efficiency and effectiveness across the firm.  Jamie and her team are focused on optimizing workflows and implementing best practices to support Clearstead’s strategic goals. 

Her extensive career equips her with a deep understanding of the complexities of financial operations, enabling her and her team to deliver impactful solutions that benefit both the firm and its clients.  Jamie graduated from Mercyhurst College in Erie, PA and studied in London, UK, where she found her love for traveling and cultural anthropology.