Client and Corporate Services

Biography

Jenny is an Associate based in the Chicago Office. She is a member of the Operations team and is responsible for performance reporting and custodian reporting.

Prior to joining Cerity Partners, she started her career in the financial services industry at Orion Advisor Technology. Jenny’s primary focus was establishing and maintaining bi-directional data syncs between Orion and Salesforce, on behalf of financial advisors.

Education

  • B.A. in Communication Studies, Buena Vista University

Connect with Jenny

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client and Corporate Services Colleagues

Get Cerity Partners Insights in Your Inbox

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.