Jeniffer Degroot
Trusted Financial Services Director | Series 7 & 63 | Bringing Warmth, Structure & Clarity to Every Step of the Client Experience
- Role
- Director Investment Operations at Mila Wealth Management
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Jeniffer Degroot
Veteran financial operations leader with extensive experience optimizing investment programs, navigating teams through change, and championing process transformations that build new service models designed to drive efficiencies, reduce processing times, and optimize the client experience. Dynamic people-leader skilled at building top tier teams and coaching for professional development resulting in improved staff engagement and retention. Recognized financial services subject matter expert who can collaborate with corporate executives and cross-functional teams to redesign operational workflows that mitigate compliance and regulatory risk, strengthen business continuity resiliency and drive strong control systems that meet shifting regulations and market conditions for peak performance. FINRA Series 7 & 24 licensed.
Experience
Director Investment Operations
Jan 2026 — Present
Leading the day-to-day execution of our investment program operations and delivering exceptional client experiences. Collaborating with our advisory and planning teams while helping clients align their wealth with purpose, values and adventure.
Education
The Wharton School
Graduate, Securities Industry Institute, Finance and Financial Management Services
2017 — 2019
University of Wisconsin-Parkside
Communication
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