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
Business Administration and Management (General)
1996-2012
Donna Jensen Skills
- Analysis
- Asset Management
- Banking
- Budgeting
- Business Analysis
- Compliance
- Customer Relations
- Customer Service
- Family Office Management
- Financial Services
- Investments
- Leadership
- Management
- Microsoft Office
- Operations Management
- Portfolio Management
- Private Wealth Management
- Process Improvement
- Project Management
- Relationship Building
- Risk Management
- Software Documentation
- Team Leadership
- Training
- Wealth Management
- Project Planning
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 Business Administration and Management in General @ University of Minnesota. With a robust skill set that includes Analysis, Asset Management, Banking, Budgeting, Business Analysis and more. Donna Jensen has 1 emails and 1 mobile phone numbers on RocketReach.
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