Senior Associate, Central Operations
Jenny is a member of the Client Service Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new client relationships, database management, and client service. Prior to joining Beacon Pointe, Jenny spent four years at Charles Schwab. In her free time, she enjoys dancing, reading, and rescuing dogs.