Jennifer Proper Email & Phone Number
Managing Director, Wealth Strategies @ Pitcairn
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Jennifer Proper Location
- Philadelphia, PA, US
Jennifer Proper Work
- 2022 -now Managing Director, Wealth Strategies @
- 2018 -2022 Sr. Wealth Strategist @
- 2015 -2018 Senior Wealth Planner @
- 2012 -2015 Legal and Tax Strategist @
- 1999 -2005 Senior Counselor and Attorney @
Jennifer Proper Education
- Albany Law School of Union University
JD (Legal)
1996-1999 - State University of New York at Binghamton
Bachelor of Arts (B.A.) (History/Political Science)
1992-1995
Jennifer Proper Skills
- Securities
- Mergers & Acquisitions
- Legal Research
- Due Diligence
- Estate Planning
- Investments
- Trusts
- Tax
- Legal Writing
- Tax Advisory
- Estate Tax Planning
- Tax Law
- Strategic Financial Planning
- Corporate Law
- Business Formation
- Wealth Management
- High Net Worth Individuals
- Corporate Governance
- Bankruptcy
- Mergers and Acquisitions
Jennifer Proper Summary
- Jennifer Proper, based in Philadelphia, PA, US, is currently a Managing Director, Wealth Strategies at Pitcairn. Jennifer Proper brings experience from previous roles at Abbot Downing, Wells Fargo, Legacy Advisors and The Ayco Company, L.P.. Jennifer Proper holds a 1996 - 1999 JD in Legal @ Albany Law School of Union University. With a robust skill set that includes Securities, Mergers & Acquisitions, Legal Research, Due Diligence, Estate Planning and more. Jennifer Proper has 2 emails and 1 mobile phone numbers on RocketReach.
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