Director, Mutual Fund Operations @ (November 2017 - October 2025)
Director, Relationship Management @ (March 2015 - November 2017)
VP, Client Service and Administration @ (February 2014 - February 2015)
AVP, Client Service and Administration @ (January 2012 - February 2014)
Manager, Transfer Agent and Client Services @ (July 2005 - January 2012)
Operations Manager @ Rocky Mountain Insurance & ING Multi-Financial (August 2002 - July 2005)
Team Lead of Variable Insurance Service Team @ ING Security Life of Denver (August 2000 - August 2002)
Robin Jennings Education
Colorado Christian University
MBA
2006-2008
The University of Texas at El Paso
BBA (Finance)
1994-1999
Robin Jennings Skills
Mutual Funds
Series 7
Series 63
Series 6
Back Office
Series 24
Customer Service
Training
Strategy
Relationship Management
Services
National Accounts
Public Speaking
Financial Services
Microsoft Word
Insurance
Robin Jennings Summary
Robin Jennings, based in Parker, CO, US, is currently a Managing Director, Custody and Asset Services at Charles Schwab. Robin Jennings brings experience from previous roles at Charles Schwab and OppenheimerFunds. Robin Jennings holds a 2006 - 2008 MBA @ Colorado Christian University. With a robust skill set that includes Mutual Funds, Series 7, Series 63, Series 6, Back Office and more. Robin Jennings has 2 emails and 1 mobile phone numbers on RocketReach.
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