facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
Getting To Know Jennifer O'Brien Thumbnail

Getting To Know Jennifer O'Brien

Jen O’Brien is the Investment Operations Associate for our firm. It’s hard to believe she has been part of our team for 5 months! Many of you have already interacted with her during that time, but I sat down with her for a brief chat so you could get to know her better.

Jen supports our clients with account opening, money movement, maintenance of their financial plans, and much more. She also ensures the accuracy of data across our platforms. She holds a Masters in Business Management and a very special degree that has nothing to do with finance, which I’m sure you’ll find interesting.

We created her position to ensure we were maintaining the capacity to deliver exceptional planning combined with exceptional service.

I hope you enjoy our conversation!

Happy Planning,