Donna Jensen Email & Phone Number
Client Relationship Manager, HomeBase, The Family Office of Cozen O’Connor @ Cozen O'Connor
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Donna Jensen Location
- Saint Francis, MN, US
Donna Jensen Work
- Client Relationship Manager, HomeBase, The Family Office of Cozen O’Connor @ (September 2020 - Present)
- Manager, Trust Middle Office @ (October 2020 - Present)
- Senior Business Analyst and Project Manager @ (April 2018 - April 2020)
- Product and Process Trainer, Sr and Implementation Project Manager @ (July 2006 - April 2018)
- Consultant Trainer @ (January 2004 - January 2005)
- Client Service and Operations Manager @ Burr Oak Group (January 1996 - January 2003)
Donna Jensen Education
- University of Minnesota-Twin Cities
(Business Administration and Management, General)
1996-2012
Donna Jensen Skills
- Leadership
- Banking
- Customer Relations
- Portfolio Management
- Private Wealth Management
- Business Analysis
- Investments
- Software Documentation
- Team Leadership
- Process Improvement
- Financial Services
- Wealth Management
- Compliance
- Microsoft Office
- Budgeting
- Operations Management
- Risk Management
- Asset Management
- Training
- Customer Service
- Project Planning
- Family Office Management
- Management
- Analysis
- Relationship Building
- Project Management
Donna Jensen Summary
- Donna Jensen, based in Saint Francis, MN, US, is currently a Client Relationship Manager, HomeBase, The Family Office of Cozen O’Connor at Cozen O'Connor. Donna Jensen brings experience from previous roles at Cozen O'Connor, Oakbrook Solutions, FIS - Fidelity Information Services and SEI Investments. Donna Jensen holds a 1996 - 2012 University of Minnesota-Twin Cities. With a robust skill set that includes Leadership, Banking, Customer Relations, Portfolio Management, Private Wealth Management and more. Donna Jensen has 1 emails and 1 mobile phone numbers on RocketReach.
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