As an institutional client service associate, Jenny is a liaison between Nuveen Asset Management, the custodian, and the client. She is responsible for maintaining accounts, preparing client presentations, as well as opening and closing accounts. In addition, Jenny works closely with client development directors to facilitate new business development.
Jenny began working in the financial services industry in 2003 and joined the firm in 2006. Previously, she served as a portfolio administrator at the firm. Prior to that, Jenny worked as a performance analyst at Piper Jaffray and as an associate financial representative at Northwestern Mutual.
Jenny earned a B.S. in marketing from St. Cloud State University
Firm tenure for Nuveen Asset Management investment professionals may include years of service at predecessor advisory operations.