Investment Operations Analyst
Jen is an Investment Operations Analyst at SilverOak Wealth Management. She assists with the operations and due diligence sides of SilverOak, including updating beneficiaries, rebalancing portfolios and creating investment policy statements.
Prior to joining SilverOak in 2017, Jen worked as a Registered Client Service Associate at a wealth management firm in Pittsburgh, PA, and she has over 10 years of experience in the financial industry. She received her Bachelor of Arts degree in Photojournalism at Ball State University.
Ball State University, Muncie, IN - B.A. - Photojournalism
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