Jenna R.

About Jenna R.

As a Registered Wealth Investment Service Associate at Citi, I leverage my 10+ years of customer service and operations experience to provide exceptional support and guidance to high-net-worth clients and advisors. I hold the FINRA Series 7 and 63 licenses, which enable me to process complex transactions and comply with regulatory standards.My passion for customer success stems from my previous roles at Fidelity Investments, Commonwealth Financial Network, and Chick-fil-A Restaurants, where I learned the value of going the extra mile, building meaningful relationships, and optimizing workflows. Some of my notable achievements include- Leading a career development steering committee of 30+ young professionals at Fidelity, resulting in 10+ internal promotions and improved KPIs- Achieving a 99% client retention rate at Commonwealth by managing client data, coordinating with various departments, and reviewing contracts and documents- Growing the catering business for a Chick-fil-A franchise to more than six figures annually by training, mentoring, and guiding junior employees- Increasing sales by analyzing financial data, ensuring processes are efficient, and coordinating and implementing various sales tacticsI am also a student at the Western Governors University, where I am pursuing a bachelor\'s degree in Finance. I am interested in numbers and how they can help me deliver better solutions and outcomes for my clients. My goal is to continue to grow my skills and knowledge in the financial industry and to make a positive impact on the organizations I work with.

Experience

1. Administrative and Development Director

   Chick-fil-A Restaurants

   Feb 2024 — Present

Education

• Western Governors University

  Bachelor of Business Administration - BBA, Business Administration and Management, General