Jenna Kaiser

Jenna Kaiser Email and Phone Number

Operations Manager at THOR Wealth Management, Inc. @
Jenna Kaiser's Location
Cincinnati, Ohio, United States, United States
Jenna Kaiser's Contact Details

Jenna Kaiser work email

Jenna Kaiser personal email

n/a

Jenna Kaiser phone numbers

About Jenna Kaiser

Committed and passionate about helping our clients succeed and meet their financial goals!Thirteen years experience in positions of increasing responsibility in Investment Management. Responsible for all client issues including:* Account set-up* Account maintenance * Relationship managementManage custodial manager relationship in order to efficiently resolve issues surrounding administration, distributions, deposits, transfers and account creationSpecialties: Client Services, Financial Operations, Relationship Management, Account Management, Custodial Management

Jenna Kaiser's Current Company Details
THOR Wealth Management, Inc.

Thor Wealth Management, Inc.

Operations Manager at THOR Wealth Management, Inc.
Jenna Kaiser Work Experience Details
  • Thor Wealth Management, Inc.
    Operations Manager
    Thor Wealth Management, Inc. Jan 2000 - Present
    Our mission is to be a trusted advisor to you and your family by assisting with all your financial and key life decisions, and helping to build and preserve your wealth.At THOR, we are passionate, caring and knowledgable and are here to support you with a full spectrum of services including:* Investment Management* Financial Planning* Retirement Planning* Estate Plannning* Tax Planning* Business AdvisoryAs Operations Manager, responsible for account set-up, account maintenance and relationship management with Thor clients.
  • Messina Management Systems
    Recruiter
    Messina Management Systems Jun 1999 - Dec 2000
    Managed administrative temporary vertical for Messina by working with clients to find new business and interview potential candidates. Managed resources virtually to ensure client satisfaction and retention.
  • Aerotek
    Recruiter
    Aerotek Apr 1998 - Apr 1999
    On-site Recruiter responsible for commercial staffing at Aerotek's industrial clients across the Cincinnati area.
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Jenna Kaiser Skills

Relationship Management Account Management Financial Operations Portfolio Management Investments Cross Functional Team Leadership Process Improvement Team Building

Jenna Kaiser Education Details

Frequently Asked Questions about Jenna Kaiser

What company does Jenna Kaiser work for?

Jenna Kaiser works for Thor Wealth Management, Inc.

What is Jenna Kaiser's role at the current company?

Jenna Kaiser's current role is Operations Manager at THOR Wealth Management, Inc..

What is Jenna Kaiser's email address?

Jenna Kaiser's email address is jk****@****ent.com

What is Jenna Kaiser's direct phone number?

Jenna Kaiser's direct phone number is +151327*****

What schools did Jenna Kaiser attend?

Jenna Kaiser attended East Tennessee State University.

What skills is Jenna Kaiser known for?

Jenna Kaiser has skills like Relationship Management, Account Management, Financial Operations, Portfolio Management, Investments, Cross Functional Team Leadership, Process Improvement, Team Building.

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