Financial Advisor
Financial Services
AeroLeads people directory · profile
Jennifer Whelan Email & Phone Number
Financial Advisor
at
Financial Services
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Financial Services
Role
Financial Advisor
Location
San Francisco, California, United States
Who is Jennifer Whelan? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jennifer Whelan is listed as Financial Advisor at Financial Services, based in San Francisco, California, United States. AeroLeads shows a matched LinkedIn profile for Jennifer Whelan.
Jennifer Whelan previously worked as crypto trader and investment adviser at Self-Employed and Management Consultant at Bank Of America. Jennifer Whelan holds Master'S Degree, Financial Planning And Services, First Class Honours from University Of California, Berkeley.
Profile bio
About Jennifer Whelan
I am an expert crypto trader with 9+ years experience in the Cryptocurrency Market. Also a detailed-oriented Financial Consultant and CPA with over 15 years experience improving financial processes at multi-million dollar companies pricing strategies and financial modeling. an influencer and a venture capitalist combining her investment strategy prowess and business acumen to tap into millennial mindset; becoming a prominent voice for self-education and business model innovation. Elevating financial well-being globally by activating wealth skills through Cryptocurrency Investment, Forex trading mentorship and strategic advantage.
Current workplace
Jennifer Whelan's current company
Company context helps verify the profile and gives searchers a useful next step.
Financial Services
7 roles
Jennifer Whelan work experience
A career timeline built from the work history available for this profile.
Crypto Trader And Investment Adviser
Current
Self-Employed
Jan 2017 - Present
Management Consultant
Jun 2016 - Sep 2018
Management Consultant
Mar 2014 - Jul 2015
Stock Broker
Apr 2010 - Jul 2014
Account Manager
Jul 2005 - Jan 2010
Operations Manager
Jan 2005 - Mar 2007
4 education records
Jennifer Whelan education
Master'S Degree, Financial Planning And Services, First Class Honours
Doctor Of Philosophy - Phd, Finance
Bachelor'S Degree, Economics, Second Class Upper Division
Master'S Degree, Business Administration And Management, General
FAQ
Frequently asked questions about Jennifer Whelan
Quick answers generated from the profile data available on this page.
What company does Jennifer Whelan work for?
Jennifer Whelan works for Financial Services.
What is Jennifer Whelan's role at Financial Services?
Jennifer Whelan is listed as Financial Advisor at Financial Services.
Where is Jennifer Whelan based?
Jennifer Whelan is based in San Francisco, California, United States while working with Financial Services.
What companies has Jennifer Whelan worked for?
Jennifer Whelan has worked for Financial Services, Self-Employed, Bank Of America, Morgan Stanley, and Fidelity Investments.
How can I contact Jennifer Whelan?
You can use AeroLeads to view verified contact signals for Jennifer Whelan at Financial Services, including work email, phone, and LinkedIn data when available.
What schools did Jennifer Whelan attend?
Jennifer Whelan holds Master'S Degree, Financial Planning And Services, First Class Honours from University Of California, Berkeley.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Jennifer Whelan you were looking for.
Jennifer Whelan
5 email domains
Jennifer Clore
2 email domains
Jennifer Whelan
3 email domains
Jennifer Kalka
4 email domains