Jennifer is the Chief Compliance Officer at Summitry, designing and implementing internal controls and implementing policies and procedures to ensure compliance with all laws and regulatory requirements. She maintains the standards of ethical conduct, fostering a culture of compliance at Summitry. Additionally, Jennifer is our Systems and Data Manager, responsible for overseeing the integrity and security of our data infrastructure. She ensures that our systems run smoothly and efficiently, providing our team with the tools and insights needed to make informed decisions. Prior to joining Summitry in 2005, Jennifer graduated summa cum laude with a Bachelor of Science in Business Administration. She has been working in the financial services industry since 1997. Jennifer currently resides in Alameda with her husband, Roger.
Schedule a talk with one of our advisors to learn more about Summitry and how we can help you get a foothold on your financial life. For career opportunities please visit careers at Summitry.
