Manager of Client Operations
Jennifer joined RegentAtlantic in March of 2016 and was appointed Manager of Client Operations in 2020. In this capacity, Jennifer serves as the central liaison between the Client Service Specialists, Wealth Advisors and the Investment Team to ensure a cohesive client experience. She also serves as the liaison with the Firm’s custodians to ensure platform optimization.
Previously she served as an assistant to the Client Relationship Specialist team and was subsequently promoted to Client Relationship Specialist. She was responsible for addressing the operational and procedural needs of our clients, which included establishing and maintaining accounts, portfolio servicing, as well as helping to prepare and schedule annual reviews.
Jennifer graduated from Felician University Magna Cum Laude with a Bachelor of Science in Business Administration and is a Financial Paraplanner Qualified Professional™. Jennifer has a passion for dance and art. She lives with her husband in Morris County and enjoys hiking, traveling and reading.