Jennifer is the Head of the Executive Client Relationship Group. In this role she leads the wealth management services for our executives and their institutional clients. These services include Merrill Lynch, US Trust, ML Edge (online), and direct product offerings.
Additionally, Jennifer is leading targeted client acquisition through global wealth management and institutional client collaboration.
Prior, Jennifer was the Market Executive for Merrill Lynch’s Global Wealth Management. The Market encompasses 40 offices, 750 Financial Advisors, and over $100 billion in client assets. Before assuming her responsibilities in California, Jennifer led Merrill Lynch’s ultra-high-net worth business in New York (Private Banking and Investment Group), including the Private Wealth Advisors and their affluent client families, corporate executives and foundations. Jennifer is known for delivering significant client growth through collaboration.
In 2014 Jennifer received the “Most Powerful & Influential Woman” award from the National Diversity Council, California chapter. Jennifer was named by the San Francisco Business Times as one of the Bay Area’s “Forever Influential Women in Business” for 2014 and the Bay Area’s Most Influential Women in Business for two consecutive years. She was also named one of New York Crain’s Top “40 under 40” Executives. Jennifer is a member and forum chair for the Young Presidents Organization (YPO). Jennifer serves on the Board of the American Conservatory Theater (A.C.T.) and the Advisory Board of the Asia Society of Northern California where she is chairing the development for the second year.
Jennifer earned her Masters in Business Administration with Honors from The Wharton School, University of Pennsylvania. She received the 2014 Distinguished Leadership Award at The Wharton School. Jennifer has a Bachelor of Science degree in Marketing from the University of Illinois. She is married with two children.