Jen Street Email & Phone Number
Head of Wealth Operations @ Claro Advisors
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Jen Street Location
- Boston, MA, US
Jen Street Work
- Head of Wealth Operations @ (July 2014 - Present)
- Principal OSJ Branch Manager @ (March 2015 - January 2020)
- Chief Operating Officer @ Corby Asset Management, LLC (August 2006 - July 2014)
- Senior Vice President, Sales and Trading @ Corby Capital Markets, Inc. (February 2005 - August 2013)
- Hedge Fund Technology Operations Associate @ (August 2004 - January 2005)
- Intern @ (January 2004 - May 2004)
Jen Street Education
- University of New Hampshire -- Peter T. Paul College of Business and Economics
Bachelor of Science (BS) (Business Administration: Finance)
2000-2004 - Dover Sherborn Regional High School 1998-2000
- The Middlesex School 1996-1997
Jen Street Skills
- Business Strategy
- Creative Problem Solving
- Cross-functional Team Leadership
- Operations Management
- Strategic Planning
- Business Development
- Investment Management
- Marketing Communications
- Wealth Management
- Capital Markets
- Project Management
- Financial Analysis
- Recruiting
- Investment Advisory
- Customer Relationship Management (CRM)
- Finance
- Digital Marketing
- Social Media Marketing
- Vendor Management
- Analytical Skills
- Stuffing And Weighments
- Testing And Analysis
- PowerPoint
- Public Speaking
- Communications
- Sales
- Industrial Testing And Analytical Laboratories
- Project And Feasibility Report
- Strategy
- Compliance
- Operations
- Microsoft Excel
- Surveys And Inspections
- Sampling
- Quality Control
- Trading
- Prospecting
- Software Sales
- Financial Services
- Leadership
- Presentation Skills
- Customer Relationship Management Crm
- Team Building
- Consulting
- Cross Functional Coordination
- Operational Improvement
- Website Building
- Strategic Planning for Growth
- Start Ups
- Relationship Management
- Business Planning
- Microsoft Office
- Bloomberg Terminal
- Marketing Material Creation
- Cross Functional Team Leadership
- Quantitative Analytics
- Cross Functional Problem Solving
- Microsoft Outlook
- Management
- Investment Banking
- Client Service
- Compliance Management
- Influence Others
- Operational Oversight
- Customer Relationship Management
Jen Street Summary
- Jen Street, based in Boston, MA, US, is currently a Head of Wealth Operations at Claro Advisors. Jen Street brings experience from previous roles at Mutual Securities, Inc. Member FINRA, SIPC, Corby Asset Management, LLC, Corby Capital Markets, Inc. and StoneHedge Partners. Jen Street holds a 2000 - 2004 Bachelor of Science (BS) in Business Administration: Finance @ University of New Hampshire -- Peter T. Paul College of Business and Economics. With a robust skill set that includes Business Strategy, Creative Problem Solving, Cross-functional Team Leadership, Operations Management, Strategic Planning and more. Jen Street has 3 emails and 3 mobile phone numbers on RocketReach.
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