Jenna provides support to GeoWealth’s existing clients and is actively involved in the implementation of new clients to the GeoWealth platform. In addition, Jenna participates in various business development initiatives including sales and platform enhancements.
Prior to joining GeoWealth in 2018, Jenna spent over five years at Envestnet. In her most recent role there, she acted as a consultant to RIAs. Jenna graduated from Loyola University Chicago with B.A. degrees in Economics and in International Studies. Outside of work, Jenna enjoys playing competitive ultimate frisbee and traveling.LinkedIn