In her role as Compliance Associate, Jennifer is responsible for overseeing and managing regulatory compliance issues within the organization and reporting directly to the CCO. Her role includes creating and providing spreadsheets in order to maintain structure within the day to day process acted by employees, as well as audit preparation, proxy voting, accounts payable, creating (and organizing) a digital document storage database.
After graduating from Bunker Hill Community College, Jennifer worked as an assistant at a bank and investment firm. From there she joined Prio Wealth in 2019, and pursued her Bachelor’s degree in Business Administration from Southern New Hampshire University while working full time.
Jennifer resides in Norwood, Massachusetts where she can often be spotted out walking her dog. In addition, her personal priorities include baking pastries, spending quality time with her nieces and nephew, reading fantasy and science fiction books, and traveling.