Jen is an Operations Associate at the firm. She is responsible for tracking client funds. She works closely with fund managers and client teams to provide accurate data for client reporting.
Prior to joining the firm, Jen was at People’s United Bank. She started her career with the bank as a Teller and worked her way up to Customer Service Representative before leaving the bank. She took a role with the bank’s operations group as a Proof Operator. She then returned to the Customer Service Associate role after 3 years in Operations and was promoted to Senior Customer Service Associate within two years. Jen studied at Hesser College with a degree in Business Administration, summa cum laude. She was a member of Phi Theta Kappa.
In her free time, Jen enjoys attending concerts, ice fishing, camping, cooking, traveling, and reading.