Jennifer is the Chief Compliance Officer at Summitry. She oversees the operational activities of Summitry, and her primary responsibilities include Human Resources, performance reporting, oversight of client administration, invoicing and reporting. Jennifer is also in charge of designing and implementing internal controls, and policies and procedures to assure compliance with all laws and regulations.
Prior to joining Summitry in 2005, Jennifer graduated summa cum laude with a Bachelor of Science degree in Business Administration from Western International University. She has been working in the financial services industry since 1997, and was a portfolio administrator for Stafford Capital management, LLC.
Jennifer currently resides in Alameda with her husband, Roger.
