Jennifer Magarelli
Leadership Enabler | Guiding Strategy | Building Strong Client Partnerships | Driving Operational Excellence & Business Growth
- Role
- Chief Administrative Officer (Cao) at Bonsai
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Jennifer Magarelli
I’m a cross-functional operator and client experience leader in WealthTech, focused on…
Experience
Chief Administrative Officer (Cao)
Jun 2024 — Present · Denver, CO, US
Education
Roger Williams University
BS
2003 — 2007
Skills
- Bloomberg
- Fixed Income
- Equities
- Asset Allocation
- Portfolio Management
- Series 7
- Mutual Funds
- Asset Management
- Hedge Funds
- Alternative Investments
- Investment Management
- Series 63
- Investments
- Investment Strategies
- Wealth Management
- Securities
- Financial Modeling
- Trading
- Equity Research
- Customer Service
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