Jennifer Bennett

Portfolio Manager at Trajan Wealth LLC
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Contact Information
us****@****om
(386) 825-5501
Location
St Augustine, Florida, United States, US

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Experience

  • Trajan Wealth LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Portfolio Manager
      • Apr 2023 - Present
  • Empower
    • Civic and Social Organizations
    • Financial Advisor
      • Apr 2022 - Apr 2023
  • Fisher Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Counselor
      • Nov 2017 - Jul 2021

    • Client Operations Group Manager
      • Aug 2015 - Nov 2017

    • Investment Counselor
      • Mar 2012 - Jul 2015

    • Client Operations Specialist
      • Apr 2010 - Mar 2012

    • Account Executive
      • Jan 2008 - Apr 2010

  • HSBC
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Debt Collections Specialist
      • Nov 2001 - Nov 2004

Education

  • California State University-San Bernardino
    Bachelor of Arts - BA, Psychology
    2003 - 2006
  • California State University-San Bernardino
    Bachelor of Arts - BA, Human Development and Family Studies, General
    2003 - 2006

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