Jennifer Borgesen
- Role
- Vice President - Institutional Trust at Comerica Bank
- Location
- Detroit, MI, US
- LinkedIn followers
- 500 followers
About Jennifer Borgesen
Institutional retirement benefits professional, broad background in Defined Benefit…
Experience
Vice President - Institutional Trust
Oct 2018 — Present
Skills
- Strategic Financial Planning
- Strategic Planning
- Investment Strategies
- Management
- Leadership
- Retirement Plan Consulting
- Customer Service
- Series 63
- Employee Benefits
- Client Service
- Compliance
- Securities
- Financial Advisory
- Mutual Funds
- Erisa
- Notary Public
- Retirement Planning
- Asset Allocation
- Microsoft Office
- Financial Services
- Investments
- Investment Advisory
- Cross Selling
- Team Building
- Relationship Management
- Series 65
- Retirement
- 401k
- Crm
- Wealth Management
- Human Resources
- Team Leadership
- Pensions
- Finra
- Banking
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