CCO & Director of Operations
Jodi Michelle Burnett, CCEP®
High level client service & creative solutions.
Jodi is responsible for overseeing compliance and operations at Invictus Private Wealth, ensuring that the Firm maintains full adherence to applicable regulatory requirements while delivering a seamless and efficient client experience. She brings more than 20 years of experience in the financial services industry, encompassing a range of management and operational roles that have strengthened her expertise in regulatory oversight and organizational effectiveness. Jodi holds the professional designation of Certified Compliance & Ethics Professional (CCEP®).
A Colorado native, Jodi was selected as Valedictorian of her class at Regis University in Denver, Colorado, where she graduated with high honors in 1996. She earned a Bachelor of Science in Business Administration and a Bachelor of Arts in French.
In 2017, Jodi relocated to Tampa Bay, Florida with her husband, Chris, and their daughter, Brianna. In her free time, she enjoys spending time with family and friends, visiting the area's coastal communities, hosting out-of-town guests, and travelling.