Why I Love My Job
I love that I get to work with people who challenge me, support me, and teach me so much, both personally and professionally. I’m lucky to say that work feels like a healthy blend of camaraderie, problem solving, and continuous learning.
Jen first joined us as an intern in 2013 and was hired on full time in 2015. Since then, she’s worked as a Client Service Manager, a Trader, and an Intern Manager, where she headed our intern program for almost six years. Currently, Jen is a Senior Operations Analyst and an HR Associate for our team and juggles many responsibilities – including onboarding new employees, assisting her team members in designing processes, and facilitating discovery calls for prospects. Whether it’s system management or responding to associate questions, she’s focused on supporting our associates and ensuring they can do their jobs as efficiently as possible.
Jen earned her B.S. in Business Administration and Finance in 2015 from California State University of Long Beach in just three years. In 2022, she completed her MBA at The Paul Merage School of Business at the University of California, Irvine. Both times she graduated with a GPA of 3.9+. She was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies in 2016.
Outside of work, you can find Jen treating herself to her favorite simple activities: picnicking at a nearby park, taking a walk to catch the sunset, or heading to a cozy cafe to read or paint.
Fun Fact
I had seven hamsters as a kid—but not at the same time!