Jen first joined us as an intern in 2013 and was hired full time in 2015. Since then, she’s worked as a Client Service Manager, a Trader, an Operations Analyst, and an Intern Manager. Most recently, Jen has taken on the role of HR Manager and juggles many responsibilities – including onboarding new employees, organizing internal policies and procedures, and managing benefits. Whether it’s streamlining practices or researching and answering associate questions, she’s focused on being a helpful resource for the team and supporting Halbert Hargrove in being a positive and comfortable place to work.
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 (if there is one), or heading to a cozy cafe to read, paint, or craft.
