Jennifer has more than 30 years of experience in wealth management and fintech solutions. She began her career at Merrill Lynch and spent 17 years at Morgan Stanley and its predecessor firms in roles spanning training, business development, technology, national sales, and advisory platforms.
Her work focuses on technology strategy for RIAs and broker-dealers, organizational change management, and helping advisory firms adopt new tools and processes effectively.
Changing an applications category can recalculate scores for all products of the “new category” and “old category” if the product becomes the highest number of integrations with key apps and non-key apps. Please proceed with caution in making changes to the application category. The updated calculations take effect after you submit changes of the form.
