Jennifer Email & Phone Number
Wealth Advisor @ XML Financial Group
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Jennifer Location
- Villanova, PA, US
Jennifer Work
- 2022 -now Wealth Advisor @
- 2018 -2022 Wealth Advisor @
- 2006 -2017 Sales Vice President, Business Consultant @
- 2004 -2006 Regional Channel Manager @
- 1999 -2004 Regional Sales @
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 2 emails and 2 mobile phone numbers on RocketReach.
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