Jeanine Morreim, CPA, IACCP®

Chief Compliance Officer

SFM Start Date:

September 2020


Bachelor’s in Accounting
University of Minnesota

Graduate Degree in Banking
Pacific Coast Banking School


Certified Public Accountant
State of Montana Board of Public Accountants
Investment Adviser Certified Compliance Professional

Work experience prior to joining SFM:

Jeanine started her career in public accounting, where she provided tax and audit services to individuals and small businesses.  Since then she has been the financial officer at a research institute and most recently the financial reporting manager of a large, regional bank where she focused on internal and external reporting and accounting for consolidation and business combinations.

Role at SFM:

Jeanine directs the firm’s compliance program and serves as the primary resource on regulatory matters.  She also assists with corporate planning and financial projections.

When not in the office:

Jeanine enjoys traveling and spending time outdoors with her family.  Their favorite activities include boating and relaxing at the lake, going to football games, and keeping up with their son’s activities.  When she finds the time, Jeanine also enjoys hiking, cross-country skiing, and reading.