Jennifer brings 30+ years of experience in Wealth Management and FinTech Solutions. She brings a client first approach with a focus on building efficiencies across businesses through holistic technology solutioning, streamlining organizational processes, organizational change management and new technology adoption. 

 

As a Wealth Management Strategist and Consultant, she began her career in 1994 at Merrill Lynch as a Financial Advisor and subsequently spent 17 years at Morgan Stanley and predecessor firms in Training and Business Development, Technology, National Sales and the Advisory Business.

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Prior to working as an independent consultant, Jennifer played a critical role in the merger of Smith Barney and Morgan Stanley, managing field sales initiatives and communications.  Jennifer was the Director of Sales Strategy and Channel Distribution with the Consulting Group’s Wealth Advisory Solutions at Morgan Stanley. Most recently, she was responsible for leading the firm’s effort to transition assets to advisory.  During her time running the program $77.5 billion was transitioned to advisory. 

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Jennifer’s career path has given her valuable experience in Field Management, as a Financial Advisor, and as a Home Office Executive.  This dynamic experience gives her the ability to bring unique expertise and broad perspective to clients.

Felix Rivera brings 30+ years of industry experience and a vast network of industry influencers. He brings a “Practical Application” approach with a focus on Operations, Product Management, Sales & Marketing and Legal/Compliance emphasis. Felix’s consulting and executive leadership experience encompasses Operations, Trading, Corporate Strategy, Investment Product Management, Technology Platform Development, Sales and Marketing for leading financial institutions.

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Zohar Swaine brings 25+ years of industry experience and a vast network of industry influencers. Driven by deep intellectual curiosity and the constant search for improvement, Zohar’s consulting and executive leadership experience encompasses Corporate Strategy, Investment & Technology Product Management, Sales and Marketing for leading financial institutions.

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