Jenner Smith work email
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Jenner Smith personal email
I graduated from the Jon M. Huntsman School of Business at Utah State University in August 2020, earning a Bachelor’s Degree in Business Marketing. Since graduating, my career has primarily revolved around the Financial Services industry.Beginning at Fidelity Investments, I obtained my Series 7 and Series 63 Financial Securities licenses and honed my skills as a trader. In this role, I assisted customers with their brokerage accounts, adeptly solving problems in a fast-paced environment. Transitioning to Wells Fargo, I delved into a Compliance-related role where my team and I resolved complex issues for clients pertaining to their brokerage accounts. These experiences provided invaluable lessons in navigating sensitive and stressful situations concerning clients’ retirement and financial futures. Each day, I dedicated myself to assisting clients to the best of my ability, serving as a beacon of support during challenging times.My professional journey, coupled with my academic background, has allowed me to cultivate meaningful relationships with individuals from diverse backgrounds, personalities, and passions. I am deeply passionate about continuous learning, personal growth, and embodying positivity to uplift those around me.
Harmonious
View- Website:
- harmoniouscapitaladmin.com
- Employees:
- 7
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Director Of OperationsHarmoniousSalt Lake City, Ut, Us
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Senior Operations AssociateHarmonious Sep 2024 - PresentSalt Lake City Metropolitan Area
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Operations AssociateHarmonious Capital Administration Apr 2024 - Sep 2024Salt Lake City Metropolitan Area
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Escalations AssociateWells Fargo Advisors Mar 2023 - Oct 2023Salt Lake City, Utah, United StatesRegistered/Licensed Escalations Representative handling security and brokerage related complaintsResolved a wide variety of issues including Estate Processing, trade discrepancies, tax documents, and general dissatisfaction with servicesCollaborated with team members and internal personnel using Microsoft Office programs, Salesforce, and internal systems such as SmartStation, CIV, and PegaAdvocated for clients, ensuring timely resolution within company policy and FINRA regulations -
Executive Office Case SpecialistAssociate Staffing Sep 2022 - Mar 2023Salt Lake City, Utah, United StatesContract with Wells Fargo Enterprise Complaints Management Office -
Customer Relationship AdvocateFidelity Investments Jan 2021 - Feb 2022Salt Lake City, Utah, United StatesFirst line of contact for clients, providing support and guidance on various financial mattersFacilitated client education on trading options, margin, mutual funds, and stocksUtilized multiple systems including Salesforce, Active Trader Pro, and Microsoft TeamsObtained Series 7 & 63 Financial Security licenses -
Marketing InternColonial Stock Transfer- Stock Transfer Agent Aug 2020 - Dec 2020Salt Lake City, Utah, United States -
Sales InternNorthwestern Mutual Apr 2019 - Aug 2019Logan, UtManaged client portfolios, conducted financial analysis, and implemented personalized financial plansPassed the Utah Life, Accident, And Health Insurance examSuccessfully balanced internship with full-time student responsibilities
Jenner Smith Education Details
Frequently Asked Questions about Jenner Smith
What company does Jenner Smith work for?
Jenner Smith works for Harmonious
What is Jenner Smith's role at the current company?
Jenner Smith's current role is Director of Operations.
What is Jenner Smith's email address?
Jenner Smith's email address is je****@****ity.com
What schools did Jenner Smith attend?
Jenner Smith attended Utah State University - Jon M. Huntsman School Of Business.
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Jenner Smith
San Diego, Ca4carletonmanagement.com, gmail.com, someracapital.com, gmail.com6 +161934XXXXX
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1farallonconsulting.com -
Jenner Smith
New York, Ny4yahoo.com, citigroup.com, citi.com, capitolis.com3 +178157XXXXX
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2mail.missouri.edu, abcnews.com
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