Jen is responsible for assisting the Chief Operating Officer with payroll, benefits, human resources, accounting, office management and various operational projects. She also assists with Chief Compliance Officer with on-going testing of the firm’s compliance policies and procedures.
Jen has been with the firm for over 13 years and is our “jack of all trades.” Over the years, she has held several roles (Executive Assistant, Client Service Associate and Officer Manager, to name a few.)
Jen holds her FINRA Series 7 & 66 licenses.