Jennifer Engels
Mission-Driven Finance and Risk Professional | Helping Leaders Shine a Light on the AI Transformation | Finance + Purpose = Innovation | Researcher and Challenge Hunter
- Role
- Independent Contractor at Stealth AI Startup
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Jennifer Engels
I believe finance should be a force for good, not just profit. With 15+ years in risk and investment banking—working with everyone from Fortune 500s to scrappy startups—I’ve seen how traditional banking often misses opportunities to create real community impact. Now I’m on a different mission: helping organizations navigate AI adoption safely while building financial solutions that actually strengthen communities. I cut through the AI hype to focus on what works, what’s sustainable, and what employees will actually embrace. My approach combines hard-earned finance expertise with a conviction that we can solve society’s biggest challenges through unconventional banking solutions. Whether you’re a small business owner trying to understand AI safely or a community bank looking to create more positive impact, I speak plainly about complex topics and help teams move forward with confidence and purpose. Let’s chat!
Experience
Independent Contractor
Jul 2025 — Present · San Francisco, CA, US
Delivered comprehensive training and documentation on industry-specific data to elevate client capabilities. • Advised clients on AI transition strategies, ensuring smooth adaptation of existing frameworks. • Enhanced risk parameters and model expertise, leading to improved decision-making processes.
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
The George Washington University - School of Business
BBA
Skills
- Loans
- Leveraged Finance
- Fixed Income
- Hedge Funds
- Credit Analysis
- Credit Risk
- Financial Analysis
- Corporate Finance
- Trading
- Due Diligence
- Securities
- Risk Management
- Financial Modeling
- Series 7
- Portfolio Management
- Derivatives
- Equities
- Finance
- Credit
- Asset Management
- Private Equity
- Investment Banking
- Bloomberg
- Value Investing
- Banking
- Capital Markets
- Valuation
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