Senior Client Service Associate, Investments and Retirement Plan Consulting
Jennifer supports the firm’s wealth management team by assisting with an array of client service needs. In her role as senior client service associate, her duties run the gamut of helping onboard new clients, opening new accounts, facilitating account transactions as well as all other service-related requests and questions that clients may have.
Jennifer also oversees the administrative team at Dean and is in charge of planning internal and external events hosted by the firm.
Prior to joining Dean, she served institutional and retail clients at a variety of firms including Stifel Financial, Smith Barney, and First Union. Her nearly 20 years of industry experience in multiple environments brings a wealth of knowledge to Dean clients.
Jennifer attended Wright State University. She enjoys attending her children’s sporting events and is a dog lover.
I enjoy the personal rapport with Dean’s clients. Whether we are comparing notes about recent vacations, or sharing stories about children and grandchildren, these personal connections foster a high level of trust whereby clients feel comfortable asking me for assistance with the management of their accounts and are confident that I will follow through on all of my commitments flawlessly.