As a Relationship Manager at Prio Wealth, Jennie works closely with clients, prospects, Prio Wealth advisors, and business partners with regards to their investment management, financial planning, estate planning, and administrative needs.
Jennie joined Prio Wealth in 2021 and brings with her seven years of client experience in financial services. Jennie began her career at BNY Mellon, where she first served as a Client Accounting & Reporting Specialist in Asset Servicing. She then moved to Wealth Management where she was a Relationship Manager in the Family Office department.
She received her bachelor’s degree (BSBA) in Finance and International Business from Suffolk University and completed her MBA from the D’Amore-McKim School of Business at Northeastern University.
Jennie lives in Haverhill, Massachusetts. Her personal priorities include travelling, trying new foods, playing the piano, hiking with her chocolate lab, and spending time with family.