Jenna O'Malley, Mba
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Jenna O'Malley, Mba Email & Phone Number

Financial Planning and Analysis Manager at Cetera Financial Group
Location: River Falls, Wisconsin, United States 8 work roles 2 schools
1 work email found @securian.com 2 phones found area 715 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email j****@securian.com
Direct phone (715) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Cetera Financial Group
Role
Financial Planning and Analysis Manager
Location
River Falls, Wisconsin, United States
Company size
1744 employees

Who is Jenna O'Malley, Mba? Overview

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Quick answer

Jenna O'Malley, Mba is listed as Financial Planning and Analysis Manager at Cetera Financial Group, a company with 1744 employees, based in River Falls, Wisconsin, United States. AeroLeads shows a work email signal at securian.com, phone signal with area code 715, and a matched LinkedIn profile for Jenna O'Malley, Mba.

Jenna O'Malley, Mba previously worked as Financial Planning & Analysis Consultant at Cetera Financial Group and Financial Planning & Analysis Consultant at Securian Financial. Jenna O'Malley, Mba holds Master Of Business Administration (M.B.A.), Business Administration And Management, General, 3.89 Gpa from University Of Wisconsin-River Falls.

Company email context

Email format at Cetera Financial Group

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*@securian.com
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AeroLeads found 1 current-domain work email signal for Jenna O'Malley, Mba. Compare company email patterns before reaching out.

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Profile bio

About Jenna O'Malley, Mba

Detailed-oriented finance professional with a background in accounting and financial services. Rapidly adapt to new technologies and possess expertise with MS Word, PowerPoint, and Excel. Earned a Master of Business Administration in 2014 from the University of Wisconsin-River Falls and a Bachelor of Science in Business Administration- Management in 2010 also from the University of Wisconsin –River Falls. Very accountable and responsible along with an excellent work ethic. Possess keen understanding of financial planning, accounting, insurance and investments. Skilled communicator, able to build strong working relationships with coworkers and clients.

Listed skills include Financial Analysis, Microsoft Excel, Microsoft Office, Finance, and 12 others.

Current workplace

Jenna O'Malley, Mba's current company

Company context helps verify the profile and gives searchers a useful next step.

Cetera Financial Group
Cetera Financial Group
Financial Planning and Analysis Manager
River Falls, WI, US
Website
cetera.com
Employees
1744
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Company profile
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8 roles

Jenna O'Malley, Mba work experience

A career timeline built from the work history available for this profile.

Fund Accountant | Financial Analyst

The Hartford - Investment Portfolio Finance

-Accurately account for mutual fund portfolios-Report accurate daily NAVs for Hartford Funds-Reconcile daily shareholder activity-Reconcile cash and holdings with our custodian and resolve differences in a timely manner-Complete daily reconciliation of all balance sheet and income statement accounts and NAV double checks-Complete month-end excel.

Oct 2013 - Jun 2015

Compliance Specialist

The Hartford - Life Insurance Account Management

-Prepared and analyzed subpoenas-Analyzed complaints and assigned accordingly-Conducted agent investigations and presented my findings-Pulled documents, phone calls, and policy information-Provided legal paperwork to the case handlers for review-Communicated effectively with sales offices, brokers, employers and other Hartford Life employees to ensure the.

Aug 2012 - Oct 2013

Service Specialist

The Hartford - Life Insurance Account Management

-Critically reviewed each policy to make sure information is complete and correct before sending policy to customer-Throughly issued each policy following all of the issue steps-Communicate effectively with sales offices, brokers, employers and internal employees to ensure customers' needs are met-Navigated through multiple systems while completing the.

Oct 2010 - Aug 2012
Team & coworkers

Colleagues at Cetera Financial Group

Other employees you can reach at cetera.com. View company contacts for 1744 employees →

JP Jeweliana Perez Jeweliana Perez Colleague at Cetera Financial Group San Diego, California, United States, United States View → AS Aditi Sanghvi Aditi Sanghvi Colleague at Cetera Financial Group Edison, New Jersey, United States, United States View → CB Catherine Bradford Catherine Bradford Colleague at Cetera Financial Group San Francisco Bay Area, United States View → TN Tuan Nguyen Tuan Nguyen Colleague at Cetera Financial Group Portland, Oregon, United States, United States View → DG Duncan Goins Duncan Goins Colleague at Cetera Financial Group Monongahela, Pennsylvania, United States, United States View → PM Patrick Millsap Patrick Millsap Colleague at Cetera Financial Group Denver, Colorado, United States, United States View → SW Sawyer West Sawyer West Colleague at Cetera Financial Group Lexington, Kentucky, United States, United States View → JC Juan Cardona, Rssa®️ Juan Cardona, Rssa®️ Colleague at Cetera Financial Group North Bergen, New Jersey, United States, United States View → EC Elvire Cath Elvire Cath Colleague at Cetera Financial Group Greater Paris Metropolitan Region, France View → CA Cynthia Alvarado Cortez Cynthia Alvarado Cortez Colleague at Cetera Financial Group El Segundo, California, United States, United States View →
2 education records

Jenna O'Malley, Mba education

Master Of Business Administration (M.B.A.), Business Administration And Management, General, 3.89 Gpa

University Of Wisconsin-River Falls

Activities and Societies: Beta Gamma Sigma - International Honor Society

FAQ

Frequently asked questions about Jenna O'Malley, Mba

Quick answers generated from the profile data available on this page.

What company does Jenna O'Malley, Mba work for?

Jenna O'Malley, Mba works for Cetera Financial Group.

What is Jenna O'Malley, Mba's role at Cetera Financial Group?

Jenna O'Malley, Mba is listed as Financial Planning and Analysis Manager at Cetera Financial Group.

What is Jenna O'Malley, Mba's email address?

AeroLeads has found 1 work email signal at @securian.com for Jenna O'Malley, Mba at Cetera Financial Group.

What is Jenna O'Malley, Mba's phone number?

AeroLeads has found 2 phone signal(s) with area code 715 for Jenna O'Malley, Mba at Cetera Financial Group.

Where is Jenna O'Malley, Mba based?

Jenna O'Malley, Mba is based in River Falls, Wisconsin, United States while working with Cetera Financial Group.

What companies has Jenna O'Malley, Mba worked for?

Jenna O'Malley, Mba has worked for Cetera Financial Group, Securian Financial, Securian Financial Group, The Hartford - Investment Portfolio Finance, and The Hartford - Life Insurance Account Management.

Who are Jenna O'Malley, Mba's colleagues at Cetera Financial Group?

Jenna O'Malley, Mba's colleagues at Cetera Financial Group include Jeweliana Perez, Aditi Sanghvi, Catherine Bradford, Tuan Nguyen, and Duncan Goins.

How can I contact Jenna O'Malley, Mba?

You can use AeroLeads to view verified contact signals for Jenna O'Malley, Mba at Cetera Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Jenna O'Malley, Mba attend?

Jenna O'Malley, Mba holds Master Of Business Administration (M.B.A.), Business Administration And Management, General, 3.89 Gpa from University Of Wisconsin-River Falls.

What skills is Jenna O'Malley, Mba known for?

Jenna O'Malley, Mba is listed with skills including Financial Analysis, Microsoft Excel, Microsoft Office, Finance, Financial Services, Team Building, Employee Engagement, and Time Management.

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