As an Implementation Specialist, Jenn is responsible for the preparation and processing of investment account paperwork, insurance processing, and other account maintenance. She works closely with the Directors of Planning and Client Services and the Planning Analysts to ensure prompt processing.
Prior to joining MWA, Jenn spent 10 years with Penn Mutual Life Insurance Company, where she held multiple roles, including Director of Agency Services which helped to support advisers in areas of processing, marketing, technology and practice management. She also has experience in business operations, compliance, document design and event planning.
Jenn graduated from Shippensburg University of Pennsylvania with her Bachelor’s Degree in Communications.
Jenn lives in Baltimore with her husband and 2 children.
Education and Certifications
Bachelor of Arts in Communications from Shippensburg University of Pennsylvania