Client Relationship Manager and Office Manager

Jennifer is often the first point of contact when clients call Portfolio Solutions®.  She is an integral part of the investor education team and ensures client’s needs are met efficiently. Jennifer’s professionalism and outstanding interpersonal skills make her a key part of the Portfolio Solutions® team.

Jennifer earned an Associate’s Degree in Applied Science from Macomb Community College. She has over 20 years of administrative experience in banking and other financial institutions. Prior to joining Portfolio Solutions® she was a Client Relationship Manager at a financial advisory firm in Bloomfield Hills, Michigan.


Areas of Experience:

  • Client Relationship Management
  • PS Portal Navigation
  • Account Distributions & Contributions
  • Custodian Forms
  • Account Openings & Transfers
  • Financial Industry Operations