About Jennifer
Jennifer assists advisors with all facets of client service, including new client onboarding, processing new account paperwork, preparing meetings, money, and asset transfers, and client correspondence.
Jennifer began her career in financial services in 2006 as an Associate Sustainability Analyst with an investment firm. Having worked in client service roles at other financial services firms, Jennifer is excited to bring her skills and experience to the Focus Partners Wealth team.
In her free time, Jennifer loves to read and write and is currently working on her first novel. She’s also an amateur photographer and loves taking pictures of her cats when they decide to cooperate. She’s a fitness enthusiast who loves running and boxing, and you’ll probably see her out on one of Western Pennsylvania’s beautiful trails. She has also volunteered with the Ocean Conservancy and the Greater Pittsburgh Food Bank.
Education and Professional Milestones
-University of Maryland, College Park – bachelor’s degree
Jennifer assists advisors with all facets of client service, including new client onboarding, processing new account paperwork, preparing meetings, money, and asset transfers, and client correspondence.
Jennifer began her career in financial services in 2006 as an Associate Sustainability Analyst with an investment firm. Having worked in client service roles at other financial services firms, Jennifer is excited to bring her skills and experience to the Focus Partners Wealth team.
In her free time, Jennifer loves to read and write and is currently working on her first novel. She’s also an amateur photographer and loves taking pictures of her cats when they decide to cooperate. She’s a fitness enthusiast who loves running and boxing, and you’ll probably see her out on one of Western Pennsylvania’s beautiful trails. She has also volunteered with the Ocean Conservancy and the Greater Pittsburgh Food Bank.
Education and Professional Milestones
-University of Maryland, College Park – bachelor’s degree