Jennifer Pratt

Senior Manager, Advisor Success

Role: Senior Manager, Advisor Success at Commonwealth Financial Network
Location: New York, NY, US
LinkedIn followers: 500 followers

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Experience

Senior Manager, Advisor Success
Commonwealth Financial Network
May 2024 — Present · Waltham, MA, US

Education

Ohio University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
1990 — 1994

Skills

Telecommunications
Ethernet
Sales Operations
Co-Location
Direct Sales
Sip
Solution Selling
Sales Process
Cloud Computing
Unified Communications
Managed Services
Mpls
Wireless
Telephony
Saas
Call Centers
Ip
Account Management
Voip
Salesforce.com

Contact information

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Work email
j•••••@commonwealth.com
Personal email
•••••@•••••.com
Direct dial
+17•••••••83

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Current company

Commonwealth Financial Network

Financial Services · 1.6K employees · Founded 1979 · Waltham, Massachusetts, United States

Who We Serve Independent financial advisors turn to Commonwealth for sophisticated business solutions, specialized consulting, and powerful tools that enable them to realize their vision. A community of passionate, driven people representing some of the best and brightest in the industry, Commonwealth is the partner of choice for more than 2,000 independent financial advisors nationwide. Your Advantage The firm takes a holistic, advisor-centric approach to creating strategies and solutions designed to give you a competitive advantage at every stage of your journey—whether you’re growing an existing practice, embarking on a fee-only path, or breaking free to explore independence for the first time. Evolve your business with flexible affiliation options, pioneering practice management, and entrepreneurial capital. Accelerate your growth with a synchronized approach that integrates advanced planning and research, complete marketing support, and personalized development programs. Streamline your operations with holistic investment solutions, collaborative compliance, and powerful technology, including a unified software platform that supports managing your client’s accounts and running your business. Learn More Ready to learn more about a firm that puts independent advisors first? Visit our website to discover how Commonwealth can help you streamline your operations, evolve your business, and accelerate your growth. If you’re interested in working at Commonwealth, visit our Careers page and explore how you can join our common purpose. Member www.FINRA.org/www.SIPC.org Please review our Terms of Use here: http://www.commonwealth.com/termsofuse.html

commonwealth.com

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Experience

Senior Manager, Advisor Success

Education

Ohio University

Skills

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