Jennifer Albert Email & Phone Number

Jennifer Albert is the Client Experience Coordinator & Operations Manager for Compass Financial Group, an RIA firm that helps people build wealth with a purpose, aligning their personal financial strategy with their life’s passions. In her current role, Jennifer oversees all aspects of client service and internal business operations. She contributes to the Compass team effort to help clients leave a legacy, give to charity, and achieve their dreams for themselves and their families. She has over 15 years of administrative and client service experience, including several years as an office manager at a small CPA firm that specialized in audits of nonprofit organizations. Please note: While I appreciate endorsements of my services, as an employee of a Registered Investment Advisory firm, I cannot accept endorsements or recommendations on my LinkedIn profile, as these are considered a prohibited testimonial under SEC regulations.

Listed skills include Microsoft Office, Customer Service, Process Improvement, Social Media, and 8 others.

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  Cornell College

  Art And English