Meet Jenny, our new Client Services Associate, who joined the Surevest team this October. Jenny, a native Phoenician, grew up in Glendale, AZ. In her leisure, Jenny enjoys spending time with family and friends, traveling, cooking, and reading. She holds a bachelor’s degree in Leadership and Management from Ottawa University.
Prior to joining Surevest, Jenny gained a versatile background in operations management; particularly focusing on employee development, human resources, and accounting. Additionally, she worked as a student financial advisor in higher education over the span of 10 years. She enjoys being a hub for resources that can be used to help people better understand a process or system.
In her role Jenny will provide administrative support to our advisors by scheduling meetings and keeping our systems up to date. In addition to Moriah, Jenny will take client service requests and ensure client needs are met in coordination with their advisor.