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Client and Corporate Services

Biography

Jen is a Senior Associate Salesforce Administrator for Cerity Partners’ Client and Corporate Services team, based remotely in Madison, WI. Jen has over 6 years of Salesforce Administration experience for insurance, software and investment companies as well as over 16 years of financial services experience.

Prior to joining Cerity Partners, Jen worked for a Salesforce consulting partner, and two national insurance companies, performing Salesforce administration, consultation, solution architecture and end-user training. She executed multiple projects increasing productivity for Sales, Operations and Marketing using the Salesforce platform. Jen is passionate about giving back to the Salesforce community.

Highlights

  • Salesforce Certified as an Administrator, Advanced Administrator, Platform App Builder, and Sales Cloud Consultant
  • Presenter at Salesforce Connections, Dreamforce, and Midwest Dreamin’
  • Co-leads the Madison, WI Administrator Trailblazer Community
  • Co-hosts her local Salesforce Saturday
  • Awarded Salesforce MVP in 2019

Q & A

Q:

What inspired you to pursue your career in financial management?

My career has a strong Insurance and Accounting foundation which translated well into the financial management industry. Helping people was always the center of focus, whether it was helping an insurance advisor provide the peace of mind for a family or implementing technology solutions to help colleagues crush their daily activities.

Was there a specific incident in your life that made it clear you were made for this career?

If you would have asked me if I wanted a career as a Salesforce professional years and years ago, I would have asked what's a CRM and then probably laughed. My turning point was when I automated my job and direct responsibilities by 75% using the Salesforce platform. I realized that I could help other people gain similar efficiencies in their day-to-day and allowing them focus on more high value tasks, like servicing clients. As I gained more technical skills, I became passionate about sharing my knowledge with others to help them in their career and got more involved leading community events.

Why is your work important, especially today?

With today's fast pace and hybrid work environment, technology has taken the center stage to get work done. Leveraging tools that help teams communicate and pass processes seamlessly from team to team has increased significantly.

What should your clients know the most about you?

As part of the Cerity Partners Technology Team, I have a passion to solve tough business problems with the platforms used by the company. The solutions designed by myself and the extended team aid our ability to provide superior service to clients.

What differentiates Cerity Partners from other firms in our space?

We have people and accountability built into our DNA. Our collaborative environment fosters team members to share ideas and expertise across the firm to deliver solutions for the business or for our clients. You often see Partners and Advisor Teams connecting with each other to provide knowledge or services to clients instead of competing with each other over business.

What do you do in your personal life that helps you help your clients?

Continued education is an essential part of the technology world. Cerity Partners recognizes and supports this not only for our Shared Services Team but across the firm.

How would you describe your best day doing what you do?

When I see an aha moment from helping one of my colleagues or hear that they are having fun with system processes my team delivered. Helping my team overcome blockers, having a breakthrough with a problem or sharing knowledge always makes for a good day.

What does the world need now more than anything?

Equity and aggressive climate change actions sit high on my list of what the world needs now.

Meet Our  Client and Corporate Services Colleagues

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Andrew Adams

Senior Associate

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Nikolai Arutiunov

Senior Associate

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Aleem Baksh

Senior Associate

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Amy Banker, AIF®

Principal

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Michaela Barnum

Senior Associate

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Ryan Berger

Associate

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Alicia Boggio-Hair

Associate

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Marie Del Bove

Principal

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Abrielle Bradley

Senior Associate

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Gillian Brand

Associate

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Manny Bratta

Principal

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Gerard Burke

Senior Associate

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Jeff Bushman

Senior Associate

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Lynda Castellano

Partner

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Yanming Chen

Associate

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Whitney Clark

Senior Associate

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Miryam Cohen

Senior Associate

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John Cook

Principal & Director of Human Resources

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Nataliya Crouse

Senior Associate

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Kimberly Crowley

Partner

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Kimberly Duran

Associate

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Liza EsselSagoe

Senior Associate

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Ini Etuk

Senior Associate

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Stuart Evans

Principal & Chief Compliance Officer

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Scott Finn

Senior Associate

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Mitch Gelkopf

Principal

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Nick Gerber

Principal

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David Gimpel

Principal

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Erika Gunbeyi

Senior Associate

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Brad Gutzler

Senior Associate

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Michael Harano

Principal

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Reggie Hopton

Associate

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William Horner

Principal

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Michèle Hurley

Principal

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Teppo Jaakkola

Senior Associate

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Arlene James

Principal

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Will Johnson

Principal

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Zoe Kreca, CFP®

Senior Associate

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Eric Kuehl

Partner

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Rebecca LaPlant

Senior Associate

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Jillian Laughlin

Associate

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Brian Lee

Associate

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Amy Lin

Senior Associate

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Winky Liu

Principal

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Ben Lomazow

Principal

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Stefan Ludlow

Principal & Director of Technology

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Jacqueline Martin

Associate

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Matt McGinn

Principal

Jessica Mendoza

Senior Associate

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Ana Mojica

Senior Associate

Shelley Newham

Principal

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Sebastian Ottaplakal

Associate

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Krissi Paczolt, CPA

Principal

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Aydan Panahova

Associate

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Andrea Castillo Pena

Associate

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Brittany Peyser

Principal

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Peg Pike

Partner

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Kate Polyte

Associate

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Derrick Poon

Senior Associate

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Kristen Potter

Principal

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Maxine Reid

Associate

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Nancy Renshaw

Principal

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Jack Riehemann, CFA

Senior Associate

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Sawyer Rothmann

Associate

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Jeanette Ruvalcaba

Senior Associate

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Kamil Said

Senior Associate

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Sarah Saites

Senior Associate

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Sarah Santoro

Senior Associate

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Nicole Scaffidi

Senior Associate

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Robert Schwagerl, CFTe, CMT

Principal

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Kirsten Shaw

Senior Associate

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Michelle Simek

Associate

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Carley Skidmore

Senior Associate

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Matt Stazzone

Principal

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Matt Tassell

Associate

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Madeleine Thomas

Senior Associate

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Alexa Thorson

Associate

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Zack Trygstad

Principal

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Carmen Tu

Senior Associate

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Aubrey Weber

Senior Associate

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Valerie Weinfeld

Senior Associate

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Ashley Williams

Senior Associate

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Heidi Wilson

Associate

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