Jenna O. Email
Implementation Specialist @ Nifty Advisor Support
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Jenna O. Location
- Montville, NJ, US
Jenna O. Work
- Implementation Specialist @ (December 2024 - Present)
- Advisor Advocate @ (August 2024 - Present)
- Wealth Management Associate and Analyst and FPA @ Cerity partners. (September 2022 - June 2023)
- Associate, Wealth Analyst @ Round Table Wealth Management - Merged with Cerity Partners (September 2022 - December 2022)
- Wealth Advisory Client Services Associate @ BBR Partners (November 2021 - October 2022)
- Client Services Associate @ (March 2020 - November 2021)
- Relationship Manager @ (November 2018 - March 2020)
- Box Office Coordinator @ (January 2016 - March 2020)
Jenna O. Education
- Ramapo College of New Jersey
Bachelor of Arts - BA (Theatre/Theater)
2012-2016
Jenna O. Summary
- Jenna O., based in Montville, NJ, US, is currently a Implementation Specialist at Nifty Advisor Support. Jenna O. brings experience from previous roles at Nifty Advisor Support, Cerity partners., Round Table Wealth Management - Merged with Cerity Partners and BBR Partners. Jenna O. holds a 2012 - 2016 Bachelor of Arts - BA in Theatre/Theater @ Ramapo College of New Jersey.
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