I have been providing client service and support in the investment advising industry since 2006. In that time Iíve developed a passion for helping clients gain insights from reporting and financial data as well as for the operational infrastructure and systems required to meet clientsí needs accurately and efficiently.
My early career, with Charles Schwab, was centered on portfolio accounting, data aggregation and portfolio performance and analytics. This provides the data-driven foundation to my client service and operations philosophy in the support of financial advisors. Most recently I was employed at Philip Benson Financial Services. Philip was very generous in sharing his approach and ideas with me and instilling a foundation of outstanding client service all the while teaching me the operations of running a successful firm.
These past experiences have taught me that fundamentally, I strive to empower clients with a full and accurate financial picture, the tools to manage and implement our solutions in a timely and accurate way and to help clients navigate the investing landscape. Joining a team so similarly focused on positive outcomes for their clients is what brought me to Integris.
I live and work remotely in North Carolina and enjoy spending weekends on the lake, bike riding and yoga.
You can contact Jenna at 831-333-1717 or firstname.lastname@example.org.
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