Integris Wealth Management is pleased to announce that Jenna Reynolds has been promoted to Director of Operations.
Jenna has consistently demonstrated leadership and initiative in her work since she joined Integris in 2018 and has over 16 years of financial operations experience.Jenna will be transitioning from Investment Operations Manager to Director of Operations effective September 1st.
In this role, she is responsible for managing the people, processes and technology in the Investment Operations and Client Operations teams of the firm. Expanding upon her former role of Investment Operations Manager, Jenna will have many critical aspects of Integris’ operations report to her directly. In addition to overseeing cross-functional workflows, leading process improvements, maintaining policies and procedures, coaching, and training, she will assist in the management of various ancillary functions such as investment research, compliance, and vendor management. Jenna will be working closely with managing partners, Mike Leavy, Kevin Mahoney, and Allison Barrientos, to ensure Integris maintains the highest levels of teamwork and client service.
To learn more about Jenna’s professional background, click her photo on the Integris Team Bios page. For more on Jenna’s interests outside of work, see her Team Spotlight featured on the blog. We are excited for Jenna to assume her new responsibilities and continue to play a key role in managing the operations and growth of the company.
Please join us in congratulating Jenna Reynolds on her well-deserved promotion!