After supporting the firm in an unofficial capacity for a number of years, Jennifer formally joined QuadCap Wealth Management in 2019 as an Operations Consultant. She now leads the Client Support team helping ensure that, as our team grows, clients continue to be met with the same high levels of service and responsiveness the firm was built on. Her duties include overseeing client communications and coordinating with clients and advisors on a variety of projects.
Jennifer’s previous roles prior to joining QuadCap positioned her well to foster a service-oriented work environment with an emphasis on quality and relationships. She has managed a number of teams and projects in her twenty years of past experience. Her commitment to her clients has awarded her several nominations and accolades including the Distinguished Performer Award and being selected to serve on Sales & Marketing Advisory Councils. She earned her, previously held, Series 7, 9, and 10 licenses, while serving as a Financial Advisor and Investment Sales Supervisor in New York City where she supervised, trained and developed a small team of licenses sales professionals. A Boston native, Jennifer moved to Texas in 2007. She enjoys traveling back up north to visit Boston, NYC, and Kennebunkport, Maine.
In her spare time, Jennifer enjoys spending time with her family and pets and playing tennis. She is an avid animal lover and supports local rescue organizations.