Jennifer Taboada
Director, Senior Financial Wellness Consultant | National Speaker | Financial Planning & Consulting | Client Relationship Management | Behavioral Finance | Retirement & Benefit Plans | Engaging Women Investors | Next Gen
- Role
- Director, Senior Financial Wellness Consultant and National Speaker at Blackrock at Invesco Us
- Location
- Asbury Park, NJ, US
- LinkedIn followers
- 500 followers
Experience
Director, Senior Financial Wellness Consultant and National Speaker at Blackrock
Jan 2023 — Present
Jennifer Taboada is a member of BlackRock’s Advisor Engagement team and has been in the financial services industry for over 15 years. She has deep experience creating and presenting educational programs on financial planning topics focused on educating, inspiring and motivating audiences to change their behaviors. Currently, she leads the Social Security Consulting team and serves as a national specialist on financial planning topics including Social Security, behavioral finance, women & investing, changing client demographics and financial literacy. Jen is an active member of BlackRock’s Women’s Initiative Network and believes that engaging and fostering the full potential of women is key to financial planning success. Her service with BlackRock dates back to 2007, including time spent as an Investment Management Associate covering Independent financial professionals in Georgia and Alabama. Jen was raised in Ocean Township, NJ where she now lives with her husband Michael and daughter Isabella. She attended Seton Hall University where she received a BS in International Economics and a BA in Modern Languages with a specialization in Spanish and Italian. Jen is an active member on the Alumni Board of Directors at Seton Hall University.
Education
Seton Hall University
Bachelor of Science - BS
Seton Hall University
Bachelor of Arts - BA
Skills
- Separately Managed Accounts
- Series 63
- Investments
- Etfs
- Asset Managment
- Series 7
- Mutual Funds
- Securities
- Uniform Combined State Law
- Asset Allocation
- Series 65
- Alternative Investments
- Investment Strategies
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