Jennifer Kirksey

Deputy Chief Operating Officer at Tolleson Wealth Management
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Dallas, Texas, United States, US
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Experience

  • Tolleson Wealth Management
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Deputy Chief Operating Officer
      • Jul 2023 - Present

    • Managing Director, Client Bookkeeping Services & Wealth Operations
      • Jan 2018 - Jul 2023

    • Director, Client Bookkeeping & Wealth Operations
      • Jul 2013 - Jan 2018

    • Manager, Client & Investment Operations
      • Jul 2011 - Jul 2013

    • Senior Investment Analyst
      • Jul 2007 - Jul 2011

    • Investment Analyst
      • Jul 2005 - Jul 2007

    • Performance Reporting Analyst
      • Jul 2003 - Jul 2005

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Intern for VP
      • Jan 2001 - Jun 2003

Education

  • Southern Methodist University
    Master of Business Administration - MBA
    2021 - 2023
  • Southern Methodist University
    BBA, Finance
    1999 - 2003

Community

You need to have a working account to view this content. Click here to join now