Jen Street

COO/CCO at Claro Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Boston, Massachusetts, United States, US
Skills

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Credentials

  • FINRA Series 66
    FINRA
    May, 2005
    - Nov, 2024
  • FINRA Series 7, 24
    Financial Industry Regulatory Authority (FINRA)
    May, 2005
    - Nov, 2024

Experience

  • Claro Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • COO/CCO
      • Jul 2014 - Present

      Chief Operating Officer and Chief Compliance Officer Director of Client Services Wealth Advisor and Investment Manager Strategic Planning, Problem Solving Project Management, Technology Implementation Marketing and Business Development Chief Operating Officer and Chief Compliance Officer Director of Client Services Wealth Advisor and Investment Manager Strategic Planning, Problem Solving Project Management, Technology Implementation Marketing and Business Development

  • Mutual Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Branch Principal
      • Mar 2015 - Jan 2020

  • Corby Asset Management, LLC
    • Boston, MA
    • Chief Operating Officer
      • Aug 2006 - Jul 2014

      Marketing and Business Development Client Relationship Management Investment Policy Committee Member Portfolio Trader Director of Operations and Compliance Marketing and Business Development Client Relationship Management Investment Policy Committee Member Portfolio Trader Director of Operations and Compliance

  • Corby Capital Markets, Inc.
    • Boston, MA
    • Senior Vice President, Sales & Trading
      • Feb 2005 - Aug 2013

      General Securities Principal Account Executive, HNW Private Clients Client Services Manager General Securities Principal Account Executive, HNW Private Clients Client Services Manager

  • StoneHedge Partners
    • Investment Management
    • 1 - 100 Employee
    • Associate
      • Aug 2004 - Jan 2005

      Venture Hedge Fund Services Firm: Hedge Fund Risk Management and Compliance Programs Executive Assistant to Chief Operating Officer Venture Hedge Fund Services Firm: Hedge Fund Risk Management and Compliance Programs Executive Assistant to Chief Operating Officer

  • Ameriprise Financial Services, LLC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Intern
      • Jan 2004 - May 2004

      Administrative/Clerical Assistance, Market Research Administrative/Clerical Assistance, Market Research

Education

  • University of New Hampshire -- Peter T. Paul College of Business and Economics
    Bachelor of Science (BS), Business Administration: Finance
    2000 - 2004
  • Dover Sherborn Regional High School
    1998 - 2000
  • The Middlesex School
    1996 - 1997

Community

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