Sr. Wealth Strategist @ (June 2018 - February 2022)
Senior Wealth Planner @ (July 2015 - June 2018)
Legal and Tax Strategist @ (May 2012 - July 2015)
Senior Counselor and Attorney @ (March 1999 - February 2005)
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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