Jenna is a dynamic and accomplished professional with a robust background in financial services and data analysis. In her current role as Director of Advisory Services, she specializes in servicing clients on all aspects of their Financial & Estate Plan, including oversight of their insurance strategies. 

Before assuming her current role, Jenna demonstrated expertise as a Data Analyst, showcasing proficiency in data collection, cleaning, and analysis using tools such as Tableau, Python, and SQL. Her notable achievements as a Marketing Analyst included monthly management of multiple client accounts, achieving a 50% increase in department returns, and successfully launching services in new markets.

Jenna initiated her career journey as an Investment Analyst Intern in the Commercial Real Estate market, where she contributed to real estate market research and financial modeling. Accomplished academic background in International Economics from Kyiv National Economic University, complemented by notable awards and recognitions, that include winning the CFA Institute research challenge 2016, Ukraine and being a 2011 Future Leaders Exchange Program alumna.