Jennifer Email & Phone Number
Wealth Advisor @ XML Financial Group
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Jennifer Location
- Villanova, PA, US
Jennifer Work
- Wealth Advisor @ (July 2022 - Present)
- Wealth Advisor @ (April 2018 - July 2022)
- Sales Vice President, Business Consultant @ (May 2006 - September 2017)
- Regional Channel Manager @ (January 2004 - January 2006)
- Regional Sales @ (January 1999 - January 2004)
Jennifer Education
- University of Maryland
M.A. (American Studies, Historic Preservation)
1996-1998 - Franklin & Marshall College
Jennifer Skills
- Mutual Funds
- Separately Managed Accounts
- 401k
Jennifer Summary
- Jennifer, based in Villanova, PA, US, is currently a Wealth Advisor at XML Financial Group. Jennifer brings experience from previous roles at SAMSON WEALTH MANAGEMENT GROUP, LLC, John Hancock, ADP and Nuveen Investments. Jennifer holds a 1996 - 1998 M.A. in American Studies, Historic Preservation @ University of Maryland. With a robust skill set that includes Mutual Funds, Separately Managed Accounts, 401k and more. Jennifer has 1 emails and 2 mobile phone numbers on RocketReach.
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