Jennifer A Davco

About Jennifer A Davco

Jennifer joined the Private Wealth Advisory practice of D’Augelli & Associates, Rich D\'Augelli CFP®, CLU®, ChFC®, APMA®, RICP® Private Wealth Advisor in Boca Raton as an operations specialist in March 2020. She previously worked with Randall Woolley, CFP® CRPC®, CLTC®, APMA® in Boca Raton as a paraplanner from December 2015 through February 2020. She worked within the Private Wealth Advisory practice of Thais D. Piotrowski & Associates as a practice operations leader in Boca Raton, FL in April of 2015 through November 2015. Jennifer had previously worked at Lehigh Valley Investment Group after graduating from the University of Delaware in June She began as a licensed administrative assistant to gain experience in the industry. She also took on management duties that include compliance oversight (FINRA/SEC) as well as the planning of clients\' social and educational events and maintained her own book of business. Jennifer has also served as the Chapter Executive of the Lehigh Valley Chapter of the Society of Financial Service Professionals (SFSP) for over 9 years. She has also worked with the Lehigh Valley Consortium of Professional Associations (LVCPO) as part of her association with the SFSP and has worked to plan and execute joint ventures and programs with those that serve on the Board of the LVCPO. Jennifer has also focused on furthering her skills and knowledge of management/project management through courses at Villanova University. Specialties: Budgeting, project and event management, financial compliance, in-depth database experience and financial software knowledge.* Full resume and references available upon request.* Opinions and/or postings do not reflect the opinions or views of Ameriprise Financial.

Experience

1. Operations Specialist - Rich d\'augelli Cfp, Clu, Chfc, Apma, Ricp Private Wealth Advisor

   Ameriprise Financial Services, LLC

   Mar 2020 — Present · Boca Raton, FL, US

   Licensed: Series 6 and Series 63, also FL life, health and accident license.Supervision of team members and works closely with multiple advisors. Start to finish process on hiring new team members including training. Review of and implementation of practice operations – compliance, client issues, current workflow, new practices and methods, client correspondence. Preparation of financial plans and review of any outsourced plans. Prepare client forms, meeting agendas, insurance, research, client questions, allocations, client calls.Independent AFG channel of Ameriprise Financial.

Education

• Saucon Valley High School

  High School Diploma

  1992 — 1996

• University of Delaware

  BS, Business Administration

  1996 — 2000

• Villanova University

  PMP/CAPM Certification, Project Mgmt with IS/IT

  2012 — 2013

Skills

• Oral & Written Communication Skills
• Roth Ira
• Marketing Communications
• Blogging
• Series 63
• Social Media Marketing
• Series 6
• Budgeting
• Customer Service
• Public Speaking
• Wordpress
• Financial Analysis
• Life Insurance
• Emoney
• Risk Management
• Strategic Financial Planning
• Budgets
• Disability Insurance
• Event Planning
• Marketing
• Mutual Funds
• Simple Ira
• Insurance
• Retirement Planning
• Financial Advisory
• Association Management
• Management
• Access
• Securities
• Event Management
• Iras
• Financial Services
• Ms Office Suite
• Wordpress Design
• Pa Life & Health License
• E-Money
• Project Management
• Project Planning
• Retirement
• Strategic Planning